Find your way around billing

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

Billing has three homes. On a computer or tablet you use the dashboards; on a phone you work child by child.

Steps

1. On the sidebar, open Dashboards and click Billing. This is the Billing Dashboard: overview tiles (Accounts Receivable, Invoiced in Month, Missing Invoices, Missing Recurring Rates, Tuition365), the Billing Pipeline, and a + button for New Invoice, Collect Prepayment, Add Credit, Add Scholarship Credit and Send Registration.

   Screenshot coming soon01 · /billing-dashboard

   The Billing Dashboard with its overview tiles and Billing Pipeline

2. Click More (the three dots) on the Billing Dashboard for Edit Rates, Payment Disputes and View Old Dashboard.
3. Open Dashboards → Reconciliation to track scholarships, vouchers and payroll deductions.
4. Open Dashboards → Legacy Billing for the older screen with the Tuition, Registration, Accounting and Reconciliation chips and a gear icon for Manage Billing Rates.

   Screenshot coming soon02 · /billing

   Legacy Billing with the Tuition, Registration, Accounting and Reconciliation chips

5. For one family, open My School, tap the child, then tap Tuition. This works on phones too and holds Recurring Tuition, Split Tuition, Manage Payers, Tuition Statements and the Credit Bank.

Tips

• Phones have no billing tab. Use a child's Tuition card, or sign in on a computer for the dashboards.
• The Accounting chip needs the Accounting permission, and Unreconciled Scholarships only shows with it.
• Use the search box in the header to jump to a child or an invoice number.

FAQ

• Why don't I see Billing at all? Your account needs the Billing permission. Ask a director or administrator to turn it on in your staff permissions.