Monthly Billing Statement Adjust Charge Line

Overview

We are happy to work with families who request an extension for their payment due date. However, before we can proceed with the extension, we require the following steps:

Conversation to Have with the Customer:

1. Reason for the Extension: Ask why they need an extension and assess their situation.
2. New Payment Date: Confirm when they can make the payment.
3. Customer Responsibility: Emphasize their responsibility to log in to their Customer Portal and pay by the agreed-upon date. Please note that we do not send reminders about extended due dates.

Granting the Extension: All three steps must be completed to ensure their enrollment remains active. Failure to meet the agreed-upon payment date could result in unintentional removal from the program.

Step 1

Family Note

1. Family Notes: Medium & Open
2. Subject:  Extended Tuition Due Date - [date agreed upon]
3. Comment: Details of why extension is needed & date agreed upon
   

Step 2

Ledger Due Date

1. Charge line edit
2. Change Due Date to agreed upon date
   This is the only way to prevent a drop!
   

Step 3

Email Confirmation/Reminder

1. From the Family page select the family that you will be sending the reminder to.
2. At the bottom toolbar select the envelope to send an Email Blast to the selected family.
3. This then will open your email screen.
4. Select send a copy to all email addresses
5. Select Template:  Extended Tuition Due Date -  
6. Add to the subject and body of the email the agreed upon due date.
7. SEND
   Note parents will still receive the initial DD reminder that their payment is past due.