Claire Frank
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Recent activity by Claire Frank-
Communication Permissions
Overview Permissions give your admins and users access to different components of the Finalsite Enrollment system. They can be configured by any System Admin. To learn more about how to configure A...
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Billing: Reports and List Pages Overview
Overview Within the Billing Module, there's a variety of reports available to track financial data in different ways. Read below to understand how you can utilize each of these reports to fit the n...
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Reapplying a Large Payment
Overview When a parent makes a large one-time payment and then wants to have that payment spread across their plan so that it reduces each monthly charge rather than applying all at once, you will ...
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Billing: Split Contracts
Overview Split Contracts is a feature that will automatically divide the amounts owed on a student contract based on the percentage of financial split assigned to the student’s parent/guardian(s). ...
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FACTS: Unique Workflows
Overview Some schools may have workflows that require a workaround for an efficient connection between Finalsite Enrollment and FACTS. These workflows include but are not limited to the following: ...
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FACTS: SSO Integration
Overview With the FACTS SSO integration, tuition and fees are NOT passed over from Finalsite Enrollment to FACTS. This means that all FACTS agreements will be manually set up and you will simply be...
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FACTS: Overview and Integration Options
Overview FACTS is a software that offers tuition management through different platforms. The Finalsite Enrollment platform has a partnership with FACTS to offer an integration for Tuition Managemen...
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FACTS: Web-Provided Integration
Overview With the FACTS Web-Provided integration, there is a one time push of tuition and fees are passed from Finalsite Enrollment to FACTS. This integration option is for schools that have yearly...
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Payments: How to Manage Customer Disputes
Overview Payers have the option to dispute a payment directly to their bank or card merchant. Continue reading to learn more about the process of disputes and where/how they can be managed within y...
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Billing: How to Make Changes to Past Charges/Payment Plans with Contract Regeneration
Overview In some cases, it is necessary to regenerate a contract in order to adjust past charges on a parent/payer's ledger. There are different ways to accomplish this, depending on certain scenar...