Financial
- FAQ: How can I know that statements were emailed out?
- FAQ: The payers are not showing up on the payments list to pull payments.
- FAQ: What is the difference between the Affordability Grant Revenue and the Affordability Grant Offset?
- FAQ: When do payments get processed?
- FAQ: Why can’t I see my next billing period in the invoice service or statement?
- FAQ: Can I void an invoice?
- FAQ: Can Invoices and Statements be sent out to both parents/ guardians?
- FAQ: How do I fix incorrectly entered bank information?
- FAQ: How do we clean up accounts?
- FAQ: How long does it take for a payment to be processed?
- FAQ: How to Review Invoices
- FAQ: If a family has a credit at 1 location and an invoice at another location, can we allocated the credit to the invoice?
- FAQ: What does “(restricted)” displayed at the end of the invoiced contact name signify?
- FAQ: Why do I not see my billing periods when I do “pre-billing”
- FAQ: Why is a child showing in more than one location when billing?
- How to add extended care.
- How to charge an NSF fee.
- How to create a manual credit for a missed subsidy.
- How to Create Manual Invoices or Credits.
- How to Create Service Invoices
- How to Email an Existing Statement to a Payer
- How to manually charge a subsidy approval after the fact
- How to move an AR balance to Bad Debt
- How to move an AR balance to Collections
- How to Preview Statements (How to Publish Statements)
- How to Preview Statements displaying the manual invoices and/or credits.
- How to Process a One Time Payment (PAD)
- How to Process Credit Cards
- How to Process eTransfers (EFT)
- How to Process Manual Payments
- How to Process Payment Reconciliation
- How to Publish Statements displaying the manual invoices and credits.
- How to Read a Statement and View Billing Breakdown
- How to recollect payment after payment reject (wrong banking information entered)
- How to Refund the Refundable Registration Fee
- How to Reverse a Payment
- How to set up services if subsidy approval is for specific days
- How to Void a Manual Invoice or Manual Credit
- Location: How to Add a Financial Branch to Your Location
- School Age Services with School Date – not billing correctly
- Statement Setup – How to add a message to a statement
- Statement Setup – How to setup/ update statement periods
- Subsidy is not picking up on Invoices
- TIP: PAD Agreements
- TIP: Applying discounts
- TIP: Finding an Invoice for a Payer
- TIP: How to check if a payment has been applied
- TIP: How to view if a payment has been applied to an invoice.
- TIP: Process Batch Payments, difference between manual payment and payment agreement
- TIP: When statements do not look correct
- TIP: Where to look if there is an issue with the Payer Account.
- Troubleshooting: A new service has been added AFTER Tax Receipts were issued = getting error message.
- Troubleshooting: Invoices are showing 0, and the child’s summary calendar is blank
- Troubleshooting: No statement Error Message in Invoice Services
- Troubleshooting: System Message ” Account must be a posting account”.
- Troubleshooting: System Message “Customer Payment CPM cannot be voided because it is included in posted bank deposit withdrawal DEP000XXX”
- Troubleshooting: System Message “Line Branch does not match document”
- Troubleshooting: System Message “Object reference not set to an instance of an object” when trying to publish statements
- Troubleshooting: System Message “Service Billing Payer Log” “Subsidy Adjustment Line”
- Yellow Caution Icon on Billing