Bill a schedule to one payer (Target User)

• 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.

By default a schedule's invoices go to every billing parent on the child ("Any billing user"). Setting a Target User sends them to one person only. A child can have several schedules, each with its own payer.

Before you start

• Finish Set up Recurring Tuition for a child first.

Steps

1. Open My School, tap the child, and tap Tuition.
2. Tap the existing schedule to edit it, or tap Add Recurring Tuition next to the Recurring Tuition title to add another.
3. On the Rate schedule page, tap Target User.

   Screenshot coming soon01 · tuition_scheduler

   The Target User card on the Rate schedule page

4. Pick the parent (or Any billing user to go back to everyone). A notice reads "Only [name] will be able to view or pay invoices from this schedule."
5. Tap Save.

Tips

• Each targeted schedule shows a "Target: [name]" chip on its card.
• One-off invoices have the same choice under Bill To.

Troubleshooting

• "Remove Split Tuition to use multiple or targeted schedules". Split Tuition and targeted or multiple schedules can't be combined. Delete the split first.
• "Split Tuition Is Enabled" when adding a schedule. Same rule: disable Split Tuition to add another recurring rate.
• No Target User card. The child has no other billing parents to choose from.