Objective:
To efficiently generate new contracts with parents, add fees, and charge cards for fees for future students during the registration process.
Key Steps:
Prepare Contracts:
Go to settings and navigate to setup school structure > contracts.
Select the appropriate school year (e.g., 24-25).
Choose to generate contracts for all or specific parents.
Add Fees to Contracts:
Access the registration for the selected school year.
Click on contract details and add new fees (e.g., tuition fees).
Specify the fee amount, due date, installment options, and any discounts.
Generate a fee schedule for installment payments.
Set Up Payment Plans:
If needed, create a payment plan for the fees.
Specify the payment amount, frequency, start date, and payment method (e.g., credit card).
Generate a payment plan for tracking upcoming payments.
Process Payments:
Monitor scheduled payments and ensure alignment with fee schedules.
Track payment history to confirm successful processing.
Modify payment plans if necessary.
Manage Fees and Payments:
Regularly review fees, payments, and balances to ensure accuracy.
Cancel or adjust payments as needed.
Seek assistance from support for bulk fee uploads if required.
Cautionary Notes:
Ensure accurate input of fee amounts, due dates, and payment details to avoid discrepancies.
Double-check fee schedules and payment plans for consistency and correctness.
Monitor payment processing and address any issues promptly.
Tips for Efficiency:
Generate contracts in bulk to save time.
Utilize payment plan templates for consistency.
Seek support for bulk fee uploads to streamline the process.
By following these steps, you can effectively generate contracts, add fees, and charge cards for future students, ensuring smooth and accurate financial transactions during the registration process.
Link to Loom