Claire Frank
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Articles
Recent activity by Claire Frank-
Billing: Editing Online Payments
Overview Payments made online can be edited within the payer's ledger which is useful when you need to make adjustments to a payment term or billing category. Who can access this feature? Admin ...
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Retry Failed Autopay Payments
Overview Under Settings > Financial > Billing Setup, you can enable Retry Failed Autopay Payments to allow the system to re-attempt to charge most* failed payments. *While the system can re-attemp...
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Granular Permissions for Emails and Checklists
Overview Granular Permissions allow you to hide information on your site based on the permission level of the individual user. You can set granular permissions within Email Templates and Checklist...
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Custom Billing Exports
Overview Custom billing export provides a smoother integration with other billing systems by allowing you to more seamlessly transfer billing data to your other SISs. This article provides info on...
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Billing Reports: Posted Date
Overview The Posted Date tab of the Billing Reports page shows account and student total activity by a specific date or by month. It is located under the Billing Menu on the Billing Reports page. ...
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Billing Reports: Total Balance
Overview The Total Balance tab of the Billing Reports shows the balances for the selected contacts. It is located under the Billing Menu on the Billing Reports page. Who can access this feature?...
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Billing Reports: Billing Category
Overview The Billing Category tab of the Billing Reports page shows a line item for every billing category with a charge, credit, or payment for the selected contacts. It is located under the Bill...
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Shared Access: Parent/Guardian Experience
Overview Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account. Pop some Popcorn! If you'd prefer to watch our...
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Leads Report
Overview Important This is only available to those who have CMS and have Finalsite Leadflow enabled in their EMS and CMS sites. If you have CMS and would like to enable this, please contact suppor...
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Finalsite Leadflow
Overview Leads generated from a composer form on your school's website (CMS) can be converted into leads on the EMS side. Important: Grades and Terms The format of your terms and grades must exa...