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
- Deleting QuickBooks Integration Mapping for Invoices and Payments
- 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
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
Tuition Management (V2)
- Adding an Addendum to Manage the Payment Schedule
- Adding an Addendum to Zero out an Invoice
- Adding an Addendum to Zero out an Invoice and Keep the Deposit and/or Fees
- Adding family member in the SIS System
- Adding or Editing New Line Items to an Agreement
- Adding or Updating Payment Information in the Parent Portal