Billing

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

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37 articles in this collection
Written by Ben Phenix, Courtney Single, and Ben Chang
Financial Management and Reporting

Reconciliation Reporting

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.
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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

Setting Financial Responsibility Assignments & Financial Splits

Best practices around setting and managing financial responsibility assignments and splits.
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Written by Ben Phenix
Updated over a week ago

AutoPay Best Practices

Learn about the benefits and management of AutoPay.
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Written by Ben Phenix
Updated over a week ago

Billing: Deposit

Learn how deposits function within our Billing product.
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Written by Ben Chang
Updated over a week ago

Tuition Assistance / Financial Aid

Best practices for handling tuition assistance or financial aid within the SchoolAdmin Billing process.
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Written by Ben Phenix
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.
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Written by Courtney Single
Updated over a week ago

Billing: Search & Reports

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

The Stripe Dashboard

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