Business Office
Getting to Know your Tuition Management Module
Family and Account Management
Building & Editing Invoices
- Deleting an Invoice with NO Payments Tied to It
- How to Add a Line Item to an Invoice
- How to add a Payment Plan to a Family
- How to Change the Payment Due Date for an Invoice
- How to Create an Invoice from Scratch
- How to Edit Invoice Details
Editing Payment Plans & Payment Schedules
Working with Payments and Credits
- Adding a Payment and Applying it to an Invoice
- Adding a Refund to an Invoice and Applying it
- Applying a Payment Already in Your System to an Invoice
- Creating a Credit Memo from an Existing Invoice and Applying It
- How to Apply a Credit Memo to an Invoice
- How to Apply an Offline Payment (or Credit) to a Family
Reporting
Version 2
- Account Reconciliation Report in V2
- Adding an Addendum to Zero out an Invoice and Keep the Deposit
- Adding or Updating Payment Information in the Parent Portal
- Applying Offline Payments For V2
- Copying a V2 Agreement
- Downloading or Viewing V2 Agreements in Google Drive