Claire Frank
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Recent activity by Claire Frank-
Payments: Setup & Onboarding
Overview Payments - powered by Stripe - is a simple and powerful way to accept payments inside Finalsite Enrollment. For an overview and frequently asked questions (FAQ) on Payments, please check o...
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Payments: Link
Overview During the payment process, parents can choose to use Link (powered by Stripe) to securely save their payment information. This will make their future payments easier by auto-filling thei...
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Billing: Revenue Recognition Report
Overview The Revenue Recognition Report (Billing > Revenue Recognition Report) displays recognized revenue in each Billing Category, broken down by the months you have set for your Fiscal Year Star...
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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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Incremental Billing Activity Report
Overview This article provides an overview of the Incremental Billing Activity Report. We'll explore its purpose, key features, and how to effectively utilize it to track changes in revenue. Who ...
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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...
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Billing Category Group Best Practices
Overview Learning how to best organize your billing ledger items for both students and parents/payers is important for your ledger and reporting needs. This article will outline best practices for ...
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Billing Categories
Overview Billing categories are used to classify groups of charges, credits, and payments. You can manage them within Settings > Financial > Billing Categories. Please note: While this article cont...
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Billing: Import Billing Transactions
Overview Schools often need to import a .CSV file of ancillary transactions such as charges, credits, or payments. Read below for details on importing billing transactions in Finalsite Enrollment. ...
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Customizable Portal Terminology for Admissions & Enrollment
Overview It's possible to customize some of the Admissions and Enrollment terminology displayed in your parent portal. Read on to learn how to accomplish this and what does and doesn't change with...