Claire Frank
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Articles
Recent activity by Claire Frank-
Financial Responsibility Overview and Best Practices
Overview When enrolling your families, it's important to have flexibility with contract access and financial communications. This is managed through the Financial Responsibility column, located on ...
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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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Autopay Best Practices
Overview Providing Autopay is a valuable time-saving feature for parents and schools. It reduces the burden of managing account receivables and speeds payment times for schools. For parents, it is...
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Billing: Setting the Financial Split
Overview Finalsite Enrollment Billing is built with the flexibility to support many custodial scenarios. The Financial Split percentages, which are found within the Parent Portal Access tab of a st...
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Billing: Accounts List Page
Overview The Accounts page is found within the Billing menu. Within this report, you can view the details of all billing accounts including payment methods, overdue accounts, upcoming payments, ...
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Creating a Test Student
Overview It's smart to have a test student or two in your Finalsite Enrollment system. This helps you see things from a parent's perspective and assist families. This guide will show you how to set...
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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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Merge Fields / Tokens
Overview A merge field incorporates data from a contact into emails, letters, labels, forms, parent portal, and contact record. In this way, you can create dynamic, personalized information. Merge ...
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Admin Portal Accounts: Permission & Access Controls
Overview When setting and managing Admin Portal Accounts, there are several options to grant permissions to users. This article covers how these permissions work in more detail. Enabling each of th...
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Form Fields & Options
Overview With your Online Forms in Finalsite Enrollment, you have many different customization options. You can collect information from students and parents, you can add custom text with formattin...