Gradelink Support Community

Billing Sessions and Periods 7

• Billing Sessions
• Billing Periods
• How do I extend the Financial session?
• I'm getting a balance transfer error, what do I do?
• Balance Transfers

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Billing Categories 1

• Billing Categories

Fee Types 5

• Fees and Fee Types
• Lunch Billing
• How do I add convenience fees for the parents?
• Copy Fees and Types
• Convenience Fees

Pay Plans 2

• How do I set up a payment plan?
• Pay Plans and Installment Charges

The Ledger 7

• Adding Transactions to Ledger
• How do I enter transactions in Financial?
• Adding Batch Transactions By Student
• Adding Batch Transactions By Family
• Viewing Batch Transactions History

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Statements 3

• How to Run a Statement for a Family
• How to Run a Statement for a Student
• Online Statements

Reports 11

• Financial Reports Overview
• Aging Report
• Account Balances Report
• Child Care Expenses Report
• How do I print an enrollment contract?

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Settings 2

• Payment Methods
• Batch Transactions Sibling Setting

PaySimple 5

• Gradelink Payments with PaySimple
• Setting up PaySimple in Gradelink
• How do I set up auto pay?
• Auto Pay for Administrators: Setup
• PaySimple and QuickBooks Online Integration