Billing

Learn how to setup and manage the seamless integration of our Billing Module with your current Enrollment Process.

Courtney Single avatar Jessica Yates avatar B
38 articles in this collection
Written by Courtney Single, Jessica Yates, and Ben Chang
Financial Management and Reporting

Billing Category Report

A way to view the summary of all your categories in one report
B
Written by Ben Chang
Updated over a week ago

Reconciliation Reporting/Payout Report

Learn how to view and use payout reports to help reconcile electronic payments.
B
Written by Ben Chang
Updated this week

Financial Responsibility Overview and Best Practices

Learn about the financially responsible feature and best practices for managing contract access, billing features, and sending emails.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Prepaid Billing Category

Learn how the Prepaid billing category works within our Billing product.
B
Written by Ben Chang
Updated over a week ago

Setting Financial Responsibility Assignments & Financial Splits

Best practices around setting and managing financial responsibility assignments and splits.
Jessica Yates avatar
Written by Jessica Yates
Updated over a week ago

AutoPay Best Practices

Learn about the benefits and management of AutoPay.
Jessica Yates avatar
Written by Jessica Yates
Updated over a week ago

Tuition Assistance / Financial Aid

Best practices for handling tuition assistance or financial aid within the SchoolAdmin Billing process.
Jessica Yates avatar
Written by Jessica Yates
Updated over a week ago

Billing: How to Add a Manual/Phone Payment

Learn how to capture a manual/phone payment in Stripe and how to record the ad-hoc transaction in SchoolAdmin.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Billing: Search & Reports

Learn how to build custom reports for Billing Management.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Billing: Import Billing Transactions

Learn how to import any ancillary credits, charges or payments into SchoolAdmin Billing.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

The Stripe Dashboard

Learn how to navigate the Stripe Dashboard for important payment information.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago