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Financial
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