Ad Hoc Billing in Tuition Management

Use this article to create a one-time bill not related to an enrollment agreement.

1. Go to Families and into the Family you want to add the bill to. Select New Payment Plan.
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2. Give the Payment Plan a Title and select the Fiscal Year that it is for. If the family has saved Payment Methods, they will show up as an option to be added to the Payment Plan. Click Save.
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3. Now you have the option to create a New Invoice.
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4. Add a Description and Due Date. The Issued Date will automatically be set to today, but it can be changed. If you'd like reminders sent, change the Days Before Due To Send Reminder. Then add the Line Items that need to be on the bill. Fields will autopopulate but they can be changed as needed. When you are finished, click Save.(Right-click and 'Open image in new tab' to enlarge)
   
   
5. You are now in the Invoice. You can go Back, Edit the invoice, or Preview Invoice. If you preview the invoice, you also have the option to print it out or download it.
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6. When you are in the Family, you can scroll down to Payment Plans to see any ad hoc Payment Plans the family has set up, Edit them, or add New Invoices to them.
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