Set the Billing options for a schedule

• 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.

"These apply to every invoice on this schedule." The values start from your school's billing settings.

Before you start

• Finish Choose when the bills are due first.

Steps

1. Sending: enter how many days before the due date each invoice is sent (Send [n] days before the due date).

   Screenshot coming soon01 · tuition_scheduler

   The Billing options page

2. Autopay reminders: leave on so Autopay families get invoice notices, or turn off so they only get a receipt after payment.
3. Late fee: turn on to charge one. Set the Amount and Charge after [n] days past due.
4. Unpaid reminders: turn on and set Remind every [n] days until paid.
5. Tap Next.

Tips

• To change these later, open the schedule and tap the Options card. See Edit a child's Recurring Tuition.

Troubleshooting

• "Enter an amount and at least 1 day, or turn the late fee off". A late fee needs an amount and at least 1 day.
• "Enter at least 1 day or turn reminders off". Reminders need at least 1 day.