Claire Frank
- Total activity 214
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 95
Articles
Recent activity by Claire Frank-
Billing: Add Charge
Overview Learn how to add charges, spread charges across several months, and remove individual contract charges (Reverse a Charge). In this article How to Add a Charge to the Ledger How to Spli...
-
Refunds (Stripe Legacy)
This article only for schools using Stripe as their payment processor. If your school is using our Payments platform, please refer to this article to learn about processing refunds. Credit Card r...
-
Billing: In School Payments Report
Overview The In School Payments Report, located within the Billing menu, allows you to view and track all payments that have been manually added to your site. Who can access this feature? Admin A...
-
Billing: Projected Income Report
Overview The Projected Income Report displays your expected income by billing date. Who can access this feature? Admin Account Types: System Admins and AdminsPermissions: Financial In this arti...
-
Auto-Waitlist
Overview The Auto-Waitlist feature can be enabled through the Grades page. When it's turned on for a grade, if a student applies to that grade, they will automatically be added to the waitlist. I...
-
Text Message Opt-In
Overview For schools utilizing our Text Messaging feature, when parents or guardians provide a cell phone number on a form, they are required to choose whether they wish to receive or opt out of r...
-
Making Calendars Inactive
Overview By utilizing the inactivation feature, you can maintain a clean and up-to-date list of calendars, ensuring that only relevant and active calendars are utilized. Who can access this featu...
-
Finalsite Advantage
The Advantage service offers Finalsite EMS clients - both current and incoming - access to a new kind of partnership with experienced admissions + enrollment consultants. If you are interested, p...
-
Billing: Understanding AdHoc and Application Form Fees
Overview Learn more about how to manage AdHoc and Application fee payments within the checklist and the parent/payer ledger. In this article Ledger and Checklist Item Behavior Payment within th...
-
SchoolDoc Export
Overview SchoolDoc is a health record system designed specifically for K-12 schools and educational institutions. If your school is using SchoolDoc, we can build you an export that will allow you ...