Billing and payments
Tuition, charges, payments, refunds, and what to do when a card fails.
15 articles
- Set up paymentsConnect online payments so families can pay by card or bank account and use autopay.
- How charges workHow tuition plans and fees turn into charges, and where to see what each family owes.
- Discounts and promo codesSet up sibling, multi-class and early bird discounts, and codes families enter at registration.
- How autopay worksHow families turn on autopay, when it charges, and what happens when it can't.
- See upcoming chargesCheck what tuition and fees are coming due, who's on autopay, and cancel a scheduled charge.
- Add a chargeCharge one family for something extra, or charge a whole group at once, like a costume fee.
- Record a paymentLog cash, check and other payments taken at the front desk so the family's balance is right.
- Refund a paymentGive money back to a family in full or in part, and what happens with cards versus cash.
- Credits and write-offsTake money off a family's balance for a missed class or goodwill, or write off what you won't collect.
- Payment methodsSee which families have a card or bank account on file, and ask the rest to add one.
- Failed paymentsWhat happens when a card is declined, how retries work, and how to follow up with a family.
- Class packs and drop-insSell prepaid class packs and book drop-in visits at the front desk.
- Track collectionSee how much of what you billed has come in, how fast, and which cards to replace before they decline.
- Move billing from another systemImport your families and balances, then switch billing over safely so nobody is charged twice.
- Connect QuickBooksSend a daily summary of charges, payments and sales to QuickBooks Online for your bookkeeper.