Claire Frank
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Articles
Recent activity by Claire Frank-
How to Submit a Feature Request
Shape the Future of Finalsite Enrollment with Your Ideas! Your feature requests are a cornerstone of Finalsite Enrollment's evolution. We're dedicated to enhancing your experience, and by sharing y...
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Creating and Editing Fields
Overview Under Settings > Fields & Data > Fields you can create new fields and edit existing ones. In Finalsite Enrollment, "fields" are like containers for storing specific information about stud...
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Billing Dashboard
Overview The Billing Dashboard, located within the Billing menu, presents a comprehensive overview of your billing data, making it easy for you to track and monitor your school's overall billing h...
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Billing: Shared Access
Overview Shared access allows a parent or billing account holder to grant access to another individual for making one-time payments on an account. This article explains how Admins can enable Shar...
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Billing: Statements
Overview Billing statements encompass a detailed breakdown of a payer's transactions, charges, and payment history. They are accessible from both your end (Admin portal) and from the parent end (w...
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Finalsite Enrollment Learning Center
Our Finalsite Enrollment Learning Center is a free resource that contains a variety of courses and videos to help you boost your skills in Finalsite Enrollment. Who can access these resources? ...
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Managing a Midyear Withdrawal Student
Overview When a student leaves the school after enrollment, you can update their records to indicate their withdrawal. This article includes details for both Billing and Non-Billing schools on man...
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Child-Centric Model
Overview Finalsite Enrollment is child-centric. Learn what that means for managing students, parents, and households in your site. In this article What does child-centric mean? Why is Finalsite ...
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Billing: Add Payment
Overview Learn how to add payments, reverse payments, and auto-distribute payments across different categories. Important When recording cash/check payments for the deposit, application fees, and...
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Billing: Add Credit
Overview Learn when and how to add credits. When should you use the Add Credit button? You can use the Add Credit button for applying Scholarship or Financial Aid to a student but you shouldn't u...