Accounting and Transactions

A brief overview introducing recurring plans Types of Recurring Plans There are two types of recurring plans; tuition-based and attendance-based. Students can be assigned one or both types of plans. Tuition-Based (or flat-rate) plans ...

Transaction types and what they mean When viewing a student's billing account, you may see the following transaction types: Under Process, Complete or Canceled. This article will define those process types and statuses. Navigate to Billing > Ac...

Below is a list of email messages parents/guardians will receive in regards to billing. New Invoice Generated An email is sent when a new invoice is generated when the option to send an email is selected during the creation of the new one-time i...

Set your recurring attendance plan to round up 15, 30, or 60 minutes Connect attendance-based hourly billing creates charges to the exact minute. For example, when a student attends 1 hour and 10 minutes, they are billed for precisely 1 hour and 1...

Narrow your billing view on the website While on the Billing > Family Account page, you have a view of all of the families, their current type of payment method on file, their last invoice amount, their last payment amount, and their current open ...

Procare allows for your center to bill divorced or separated parents the appropriate portion of their child's tuition. Each parent will then be able to continue to make payments towards their balance while keeping their billing information private f...

Track expenses like subsidies, office supplies, building costs, etc. To track any expenses beyond parent invoicing and payments, go to Billing > Accounting > Ledger Account. Click on the "New Ledger" in the upper right to get started. Enter ...

Creating a multifamily account with and without existing transactions Multifamily Billing allows unmarried (divorced, separated, etc.) parents to be invoiced separately and continue making payments towards their balance while keeping their billing...

Create and Edit Invoices to Account for Family Balances. Creating Invoices While Recurring Plans save you time, occasionally you may need to manually create an invoice (ex: bill for materials, fees, special events, etc.). Please Note: when...

Steps to Generating Manual Invoices for Families with Multifamily Billing Accounts Creating an Invoice or Receiving Payments for Multifamily Child(ren) When creating an invoice or receiving payments for a split family, they must be assigned to o...

Issuing a refund for a payment made by check, cash, credit card or bank account Processing a Refund (Full Amount) Need to refund a payment? You are in the right place. You can issue and keep track of refunds easily by following the steps below. ...

When billing families, you may have certain charges that you'd like to save in our system and add to invoices every so often. For example, field trip fees, pizza party funds, late payment fees, or T-shirt charges may not always need to be on an invo...

Issue a credit or edit/delete an existing credit If you need to issue a credit to a parent (the example used here is an excused absence), you can go into the family's billing account to initiate a New Transaction. You can also edit or cancel any c...

Setup your account to accept Debit, Credit and ACH payments Accept online payments to further streamline your administrative duties! A quick sign up process will allow you to accept Debit, Credit and ACH payments. No more manually logging check/ca...

Manually record payments and print receipts for parents If you or your parents have decided not to use online payments you will need to record those payments manually. We highly recommend our convenient online billing ; however, you can log payme...

Manually record a one-time payment via credit or debit card. The Receive Payment option allows you to process one-time payments via credit or debit card without requiring the payer to have a portal account. Please Note : Credit and debit cards ...