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Overview
Billing On-Boarding

Billing On-Boarding

Learn how to manage your tuition and fees, communications, and financial reports within the SchoolAdmin Billing Module.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Billing Overview

  • Billing Overview and Setup
  • Billing Cycle Process Map
  • Billing Terminology and Glossary
  • Autopay Best Practices

Stripe

  • Stripe Overview
  • Stripe Setup
  • About Stripe Payments
  • The Stripe Dashboard
  • Stripe Dashboard tutorial
  • Stripe's online documentation library

Setup

  • Billing Setup Page
  • Billing Categories
  • Payment Plan Overview
  • Payment Plans and Schedules
  • Financial Responsibility (Split Payments) Setup and Best Practices
  • How to Setup Financial Responsibility and Financial Splits

Contracts and Fees

  • Tuition Assistance/Financial Aid Management
  • Tuition and Tuition Discounts
  • Contract Fees
  • Fee Rules: Overview and Usage
  • Contract Fee Rules
  • Deposit and Registration Fees
  • Family Fees
  • Required and Optional Fees
  • How to Add a Manual/Phone Payment
  • How to Import Billing Transactions

Workflows

  • Admin Billing Workflow and Account/Fee Management
  • Parent Billing Workflow and Account/Fee Management

Communications

  • Billing Emails
  • Billing Statement Letter Template

Reporting and Account Management

  • Tuition and Fees Report
  • Payment History Report
  • Financial Line Items Report
  • Billing Search and Reports
  • Billing Accounts List Page

FAQ's

  • Setup and General FAQ's
  • Fee and Payment FAQ's
  • Communication FAQ's
  • Reporting FAQ's
  • Integration FAQ's
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