Billing Onboarding

Overview

Welcome to Finalsite Enrollment Billing! During your first year of your Billing Process, it's important to know best practices for your Billing Category setup, what communications are automated vs manual, how to manage different scenarios for your parents and ledgers and more. This article serves as a comprehensive guide to all billing documentation including helpful FAQs you may have along the way. 

IMPORTANT: Once you're done with Deployment and your Billing Module is launched, make sure you zero out the balances of all of your test students so that these test amounts aren't included in your Ledger and Reports. 

Billing Overview

• Billing Overview and Setup

• Billing Cycle Process Map

• Billing Terminology and Glossary

• Autopay Best Practices

• Billing: Reports and List Pages Overview

Payments

• Payments: Overview & FAQ 

• Payments: Setup & Onboarding

• Payments: Refunding a Payment

• Payments: Processing a Manual/Phone Payment

• Parent Experience: Connecting a Bank Account for ACH/PAD Withdrawal

Setup

• Billing Setup Page

• Billing Categories

• Payment Plan Overview

• Payment Plans and Schedules

• Financial Responsibility (Split Payments) Setup and Best Practices

• How to Setup Financial Responsibility and Financial Splits

Contracts & Fees

• Tuition Assistance/Financial Aid Management

• Tuition and Tuition Discounts

• Contract Fees

• Fee Rules: Overview and Usage

• Contract Fee Rules

• Deposit and Registration Fees

• Sibling Discounts & Family-Based Fees

• Required and Optional Fees

• How to Import Billing Transactions

• Billing: How to Make Changes to Past Charges/Payment Plans with Contract Regeneration

• Billing: Rearrange Installments (Payment Plan Changes)

Workflows

• Parent Billing Workflow and Account/Fee Management

Communications

• Billing Emails

• Billing Statement Letter Template

Reporting & Account Management

• Net Tuition & Fees Report

• Payment History Report

• Financial Line Items Report

• Billing Search and Reports

• Billing Accounts List Page

FAQs

• Setup and General FAQs

• Fee and Payment FAQs

• Communication FAQs

• Reporting FAQs