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When should our organization post tuition fees?
Use Post Student Tuition Fees (Student Based Billing) or Post Tuition Fees (Class Based Billing) whenever your organization wants tuition fees posted to family accounts in order to collect payment. Tuition postings are not automatic and can not ...
How can I be sure I'm using the best procedure for posting fees and accepting payments?
To learn what the Jackrabbit Support team recommends as a best practice, check out our Billing Time - Posting Tuition Fees and Collecting Payments Fast! ...
How do I isolate specific families for specific billing frequencies?
One way to do this is to use Membership Type (on the Family Billing Info tab) to isolate which families should have tuition posted. For example, Membership Types might be Monthly, Annual, Semester, etc. Create Membership Types by pointing to To...
Is it possible to create a list of families / accounts that have NOT had a specific fee posted?
Point to Families and click Search . Select any applicable search criteria. Enter a date in the Has not had a fee posted since field. Submit . ...
How do I create a list of students that have NOT had a tuition fee posted?
Point to Students and click Search . Select any applicable search criteria. Enter a date in the No Tuition Fee Posted Since field. Submit .
How can I edit a posted class transaction if the wrong amount was entered?
Posted transactions can only be edited at the family level, individually ( Family record > Transactions tab using the pencil icon). It is not possible to edit a batch of transactions all at once. If you have mass posted a class fee and need to ...
How can I project income for the next month or year?
To get an idea of how much revenue you plan to collect within the next month, year, or any specified time frame of your choice, projected income can be found using Transactions > Post Tuition Fees. Select Search Criteria as you normally would wh...
Can families see Transaction Notes in the Parent Portal?
Transaction Notes are a great place to add additional information about a particular transaction. Families can view these Transaction Notes in the Parent Portal whether they are using a computer, smartphone or tablet. After logging in to the...