Monthly Billing Statement New Payment Adjust Charge Line New Payment
Overview
Definition of a Charge: Tuition assessed to a student for the cost of service.
Best Practice: Always be professional - ledgers are viewed by parents and printed on receipts/statements
Quick Guide - New Charge Basics
1: Any & All New Enrollment
- New Charge
- Due Date: Tomorrow
-
Why? We allow 24 hours to complete payment through the Portal. Past-due tuition will be dropped, and an email notice will be sent.
Exception! If creating a new charge line for the upcoming Direct Debit, the date must be the first business day of the upcoming month for processing.
Line Item Type: Class Tuition (unless running a seasonal program) - Class Enrollment: Select Student & Class
- Charge Category: Select tuition month (except for Baby Splash & Seasonal Programs)
- Line Item Title: Add as needed for additional details in parenthesis
Examples:
:: 1 Tuesday 6:30
:: 3 Saturdays 11:15 (second enrollment)
:: 5 Thursdays 9:30
:: Single Day 6/12 Monday 4:00 - As of Date & Bill for Past Enrollments: As needed, see below for a more in-depth explanation
- Amount: auto-populates with typically no adjustments needed
- SAVE.
Tutorial
Quick Guide - As Of Date & Past Billing
Future & Past Billing Calculations
Future Billing
Using an "as of date" will allow the ledger to make adjustments for billing that are specific to the billing period this date falls into, such as multi-class or multi-student discounts and blackout schedules. If billing for past or future billing periods without the "As of Date", proration and discounts may not reflect properly in the tuition price.
Past Billing
If "Bill for Past Enrollments" is enabled, the "As Of Date" is required and the class/camp enrollment field will show only enrollments that were active on the selected "As of Date."
Note: As of Date must be within the enrollment you are creating charges for - not every date will be the first of the month