Billing | SchoolAdmin Help Center

General Information

Billing Onboarding

Learn how to manage your tuition and fees, communications, and financial reports within the SchoolAdmin Billing Module.

Written by Courtney Single
Updated over a week ago

Stripe Overview

Learn about the benefits of Stripe, supported payment methods, payment processing, integrations and security compliance.

Written by Courtney Single
Updated over a week ago

Billing Overview & Setup

Learn how to set up the SchoolAdmin Billing Module for optimal management of your tuition and fees.

Written by Courtney Single
Updated over a week ago

Billing Cycle Process Map

Learn about ledger postings, payment processing and email notifications at different points of the Billing Cycle.

Written by Jessica Yates
Updated over a week ago

Billing Terminology & Glossary

Learn about key words in your Billing process and how they are defined.

Written by Jessica Yates
Updated over a week ago

Frequently Asked Questions (FAQ)

Billing: Setup & General FAQ's

Learn the answers to commonly asked questions with Billing setup.

Written by Courtney Single
Updated over a week ago

Billing: Communication FAQ's

Learn the answers to common questions around Billing communications.

Written by Courtney Single
Updated over a week ago

Billing: Fee & Payment FAQ's

Learn answers to commonly asked questions around Billing fees and payments.

Written by Courtney Single
Updated over a week ago

Billing: Reporting FAQ's

Learn answers to commonly asked questions around Billing reporting.

Written by Courtney Single
Updated over a week ago

Billing: Integration FAQ's

Learn the answers to commonly asked questions around Billing integrations.

Written by Courtney Single
Updated over a week ago

Billing: Security & Compliance FAQ's

Learn the answers to commonly asked questions around Billing Security and Compliance.

Written by Courtney Single
Updated over a week ago

Billing Setup

Stripe Setup

Learn how to setup and manage Stripe including ACH verification with micro deposits.

Written by Courtney Single
Updated over a week ago

Settings: Billing Setup Page

Learn how to set the global billing day, a grace period and overdue threshold for your billing process.

Written by Courtney Single
Updated over a week ago

Billing Categories

Learn how to setup Billing Categories for Tuition and Fee Management

Written by Courtney Single
Updated over a week ago

Prepaid Billing Category

Learn how the Prepaid billing category works within our Billing product.

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Written by Ben Chang
Updated over a week ago

Billing: Payment Plans & Schedules

Learn how to setup payment plans and schedules within the SchoolAdmin Billing Module.

Written by Courtney Single
Updated over a week ago

Brazilian Payments

Learn how our product handles Brazilian payments

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Written by Ben Chang
Updated over a week ago

Communications

Billing Communications

Learn what billing emails and statements are automated and how to customize them.

Written by Courtney Single
Updated over a week ago

Billing Tab & List Pages

Billing List Pages Overview

Learn how to manage billing accounts and student accounts within the Billing List Pages.

Written by Courtney Single
Updated over a week ago

Billing: Accounts List Page

Learn how to view and manage the details of your billing accounts in bulk.

Written by Courtney Single
Updated over a week ago

Billing: Ledger Report

Learn how to view and manage your Ledger Report within the Billing Tab.

Written by Courtney Single
Updated over a week ago

Billing: Students List Page

Learn how to view and manage the billing details of your accounts by student.

Written by Courtney Single
Updated over a week ago

Billing: AR Aging Report

Learn how to manage billing accounts that are overdue for payment.

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.

Written by Courtney Single
Updated over a week ago

Workflows & Account Management

Admin Billing Workflow

Learn how to manage financial responsibility, charges, credits, payments, splits, and more in the parent/payer records.

Written by Courtney Single
Updated over a week ago

Parent Billing Workflow

Learn how your parents can view balances, payment history, make payments and receive notifications throughout the process.

Written by Courtney Single
Updated over a week ago

Billing: Insufficient Funds

Learn about insufficient funds and how they can affect your school and your payers

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Written by Ben Chang
Updated over a week ago

Billing: Schedule Ledger

Learn to manage a billing account through the scheduled ledger

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Written by Ben Chang
Updated over a week ago

Billing Workflows: Tuition Management

Learn how tuition and all other fees are recorded and collected from the time of contract signing to the duration of the payment plan.

Written by Courtney Single
Updated over a week ago

Financial Management and Reporting

Billing Category Report

A way to view the summary of all your categories in one report

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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.

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Written by Ben Chang
Updated over a week ago

Financial Responsibility Overview and Best Practices

Learn about the financially responsible feature and best practices for managing contract access, billing features, and sending emails.

Written by Courtney Single
Updated over a week ago

Setting Financial Responsibility Assignments & Financial Splits

Best practices around setting and managing financial responsibility assignments and splits.

Written by Jessica Yates
Updated over a week ago

AutoPay Best Practices

Learn about the benefits and management of AutoPay.

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.

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.

Written by Courtney Single
Updated over a week ago

Billing: Search & Reports

Learn how to build custom reports for Billing Management.

Written by Courtney Single
Updated over a week ago

The Stripe Dashboard

Learn how to navigate the Stripe Dashboard for important payment information.

Written by Courtney Single
Updated over a week ago

Deposits

Billing: Deposit

Learn how deposits function within our Billing product.

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Written by Ben Chang
Updated over a week ago