Billing Onboarding

Billing Overview

• Billing Overview and Setup

• Billing Cycle Process Map

• Billing Terminology and Glossary

• Autopay Best Practices

Stripe

• Stripe Overview

• Stripe Setup

• About Stripe Payments

• The Stripe Dashboard

• Stripe Dashboard tutorial

• Stripe's online documentation library

Setup

• Billing Setup Page

• Billing Categories

• Payment Plan Overview

• Payment Plans and Schedules

• Financial Responsibility (Split Payments) Setup and Best Practices

• How to Setup Financial Responsibility and Financial Splits

Contracts & Fees

• Tuition Assistance/Financial Aid Management

• Tuition and Tuition Discounts

• Contract Fees

• Fee Rules: Overview and Usage

• Contract Fee Rules

• Deposit and Registration Fees

• Family Fees

• Required and Optional Fees

• How to Add a Manual/Phone Payment

• How to Import Billing Transactions

Workflows

• Admin Billing Workflow and Account/Fee Management

• Parent Billing Workflow and Account/Fee Management

Communications

• Billing Emails

• Billing Statement Letter Template

Reporting & Account Management

• Tuition and Fees Report

• Payment History Report

• Financial Line Items Report

• Billing Search and Reports

• Billing Accounts List Page

FAQ

• Setup and General FAQ's

• Fee and Payment FAQ's

• Communication FAQ's

• Reporting FAQ's

• Integration FAQ's