Josh
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Recent activity by Josh-
Billing: Reporting FAQs
What reports can Finalsite Enrollment provide? Click here to review a list and overview of all of the billing reports and list pages you have access to within your site. Can you forecast upcomi...
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Billing Communications
Billing emails fall into two categories: system-automated emails (Upcoming Statement, Upcoming Payment, Account Overdue, Payment Received, Payment Failure, etc.) that fire at key points in the bill...
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Billing: Communication FAQs
Billing Communication FAQs Do I have to set up billing auto reminders? No, there are already several automatic reminders configured by default to help you communicate with parents.They include bala...
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Calendar Settings
Calendar Settings let you configure each calendar after it's created: basic info, the optional Custom Appointment Form, parent email behavior (confirmation, reminder, cancellation), iCalendar ICS f...
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Checklist Item Search
Checklist item searches in Search & Reports let you find students based on whether specific checklist items are complete or incomplete, or by the date those items were completed, within the current...
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Contract Fees
The Contract Fees page (Settings > Financial > Contract Fees) lists every tuition charge, required fee, optional fee, payment plan fee, deposit fee, and tuition discount on your contracts, plus the...
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Contract Fee Rules: Overview & Usage
Contract Fee Rules let you build data-driven contracts where each fee applies based on field values on the student's record (e.g., grade, school level, enrollment type). Available on the PRO plan; ...
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Billing Terminology & Glossary
GlossaryBilling AccountFinancially responsible account for tuition and incidental fees. Billing accounts are attached to contact records within the system and are linked to portal user accounts so...
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Reminders, Recent Activity, & Document History
The Summary tab of a contact record has three closely related sections: Reminders (a task list for you or your team), Recent Activity (notes, emails, texts, and activities you've logged), and Form ...
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Billing: Fee & Payment FAQs
Fee and Payment FAQs How do you add a paper check payment? Once a paper check has been received, you will go to the student's billing tab, select the link to the responsible parent, select the led...