Contract Setup
Use this section for how to build your online contracts, create payment schedules and line item templates, how to correctly set up your lead enrollment configuration with your contracts and line items, and more.
- Adding Contracts to a Lead Enrollment Configuration
- Admissions/Leads Webinar Session 4: Online Contracts Overview
- Client Setting - Use the Leads module to process re-enrollments
- Copying Payment Schedules to Create New Schedules With New Due Dates (Help Video)
- How to Add or Edit Lead Contract Line Item Templates (Video Included)
- How to Build a BigSIS Contract
- How to Copy and Edit a Contract (Including Video)
- How to Create or Copy Lead Contract Payment Schedules
- How to Edit Contract Line Items Tied to a Lead Enrollment Configuration
- How to Edit Lead Contract Payment Schedules (Including Video)
- How to Test Lead Contracts
- How to Tie Contract Line Items to a Lead Enrollment Configuration
- How to Update Payment Methods Allowed for Online Contracts
- Setting up or Editing Alerts for Contracts
- Updating Payment Schedules To Remove Payment Dates (Help Video)