Claire Frank

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Articles

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  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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? ...

  • 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...

  • 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 ...

  • 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...

  • 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...