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Set up Recurring Tuition for a child

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

Recurring Tuition is the schedule that creates a child's tuition invoices on its own. You build it once per child with a five-page wizard.

Before you start​

  • The rates you need must exist. See Create a billing rate.
  • The child needs at least one connected family member with an email, or you'll see "No connected family email".

Steps​

  1. Open My School, tap the child, and tap Tuition.
  2. Tap + Add Recurring Tuition.
    A child's Tuition card with no Recurring Tuition yet
  3. Work through the pages, tapping Next after each (tap Previous to go back):
    1. Billing frequency
    2. When are these bills due?
    3. Billing options
    4. Rate schedule, including the payment type
    5. Create an invoice?
    The first page of the Create Recurring Tuition wizard
  4. Tap Save on the last page.

Tips​

  • The Missing Recurring Rates tile on the Billing Dashboard lists active children with no schedule. Tapping a child opens the same Tuition card.
  • When you add a new child, the same wizard appears as a step; tap Skip to set it up later.
  • Leaving with the back arrow asks "Discard changes?".