Josh
- Total activity 581
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 333
Articles
Recent activity by Josh-
Billing: Insufficient Funds
Overview NSF Fees are charged for payments that fail due to insufficient funds. A $25 charge is collected when this occurs. You have the option to: Absorb the $25 fee. Pass the full charge along t...
-
Authentication Merge Fields
Overview Merge fields, also known as tokens, can be used to pull dynamic information from contacts in Finalsite Enrollment into various parts of the system. To learn more about the various uses for...
-
Billing: AR Report
Overview This report displays student and payer data for charges, credits, and payments to understand receivables and remittances. Each payer will have a caret dropdown which groups the students th...
-
Payments: Processing a Manual/Phone Payment
Overview Although parents/guardians can make online payments from their Parent Portal, there may still be times when you need to collect payment over the phone. Some examples include: Making a pa...
-
Custom Data Services: Finalsite Enrollment to Veracross Integration
Overview Schools using Finalsite Enrollment for Admissions and Veracross for Enrollment may want to consider using the one-way Finalsite Enrollment to Veracross integration. This integration can be...
-
Custom Data Services: Finalsite Enrollment External API
Overview This article provides a general overview of the concepts underlying the Finalsite Enrollment API and how to best use the API for success. The Finalsite Enrollment API is built on RESTful ...
-
Intent to Enroll Form
Overview During the rollover process for returning students, many schools want to track their rate of retention and learn the reasons why some families may decide not to return the following school...
-
User Jobs Page
Overview The User Jobs page allows anyone to track progress and see results of certain reports and/or jobs that are initiated within the system. Accessing the User Jobs page The User Jobs page can...
-
Parent Experience: Connecting a Bank Account for ACH/PAD Withdrawal
Overview When making electronic check/ACH/PAD payments within the Application Form, Enrollment Contract, or within the Billing Management tab, parents/payers have a workflow of steps to follow so t...
-
Enrollment Statuses
Overview Within the Enrollment Module, there are several statuses that students can be placed into, including some with unique behaviors within the system. For information on other statuses and rol...