How to Tie Contract Line Items to a Lead Enrollment Configuration

You have three options for adding Lead Contract Line Items to a Lead Enrollment Configuration: 1.) bulk add them to several programs at one time using lead contract line item templates 2.) add them to individual programs using lead contract line item templates OR 3.) manually add a line item without using a lead contract line item template. Select the option below that best suits your needs!

Adding Lead Contract Line Item Templates in Bulk

Adding Lead Contract Line Item Templates to Individual Programs

How to Add Line Items Manually

Adding Lead Contract Line Item Templates in Bulk

1. Go to Admissions/Leads > Enrollment & Inquiries Setup > Lead Enrollment Configuration and edit the configuration you are looking to update. 
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2. Scroll down to either the Programs for Enrollment tab or the Programs for Re-enrollment tab. (Remember you will use Programs for Enrollment for all new enrollments; you will use Programs for Re-enrollment for all re-enrollments.)
   
   
   
3. Click on Bulk add contract line items
   
   
   
4. When using line item templates, click on Choose lead contract item type template. (If you need to make any adjustments to your line item, for example, edit the discount amount for this contract scoll down and edit the information.) If you are adding your contract line items manually, scroll down and add the appropriate information. TIP: scroll down to How to add line items manually to learn more about how to do this!
   
   
   
5. Now, scroll down to Add this line item to these programs and select the programs you want to add this line item to.
   
   
   
6. Scroll back up and click Add when you are done. 
   

Adding Lead Contract Line Item Templates to Individual Programs

1. Go to Admissions/Leads > Enrollment & Inquiries Setup > Lead Enrollment Configuration and edit the configuration you are looking to update. 
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2. Scroll down to either the Programs for Enrollment tab or the Programs for Re-enrollment tab. (Remember you will use Programs for Enrollment for all new enrollments; you will use Programs for Re-enrollment for all re-enrollments.) 
   
   
3. Now, select and edit the program in question or select the first program and edit it.
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4. This will take you to the Edit Program to Lead Enrollment Configuration screen and you can edit many aspects for each program from here. Contract Items is one of the things you can edit or add new. Click on New to add a new contract item.
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5. Now, you can select from your line item templates for the line item template drop-down menu. Once you select the template the fields below will fill with the necessary info. Click Save and Add Another to add additional templates and click Save and Back when you are done.
   NOTE: If you don't have lead contract item templates you can use the following article to learn how to add these (How to Add Lead Contract Line Item Templates) or you can manually add them. Skip to How to Add Line Items Manually below for more detail on this if you need it!
   

How to Add Line Items Manually

1. Go to Admissions/Leads > Enrollment & Inquiries Setup > Lead Enrollment Configuration and edit the configuration you are looking to update. 
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2. Scroll down to either the Programs for Enrollment tab or the Programs for Re-enrollment tab. (Remember you will use Programs for Enrollment for all new enrollments; you will use Programs for Re-enrollment for all re-enrollments.) 
   
   
3. Now, select and edit the program in question or select the first program and edit it.
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4. This will take you to the Edit Program to Lead Enrollment Configuration screen and you can edit many aspects for each program from here. Contract Items is one of the things you can edit or add new. Click on New to add a new contract item.
5. First, add a Title for your line item. This will appear on the contract so title accordingly. 
   
   
6. Select a Line Item Type. There are two steps to this. First is to choose from Charge, Discount, or Deposit. Once you have selected this, click on the Line Item Type drop-down menu. Here are examples of each line item type option:
   
   
   • Charge
     
   • Discount
     
   • Deposit (NOTE: deposit only offers one option.)
     
     
     
7.  After you have selected the line item type you will then select if this type should be a Dollar Amount or Percentage. This option does not appear until you have selected the line item type. (Click on pictures to enlarge if necessary.)
   
   
   
8. Last, select if this line item is Optional. NOTE: When selected this line item will appear in the contract in the widget titled Lead Contract: Select Optional Line Items. If your contract is not using the Lead Contract: Select Optional Line Items widget an optional line item will not appear in the contract. 
   
   
9. Please ignore the Allow Discount checkbox as this is not functional at this time. 
   
   
10. Last, but not least, click Save and Add Another if you want to add another line item or click Save and Back when you are done.