Billing Settings

In this guide, you will learn

• How to manage your school's information in the billing section
• How to set payment method defaults

Managing School Information

When setting up billing for the first time, a Setup Guide helps you enter your school’s details, which will appear on invoices. You can also update this information anytime by following these steps:

Adding School Information

1. Navigate to Billings → Settings.
2. Scroll to Basic Billing Info.
3. Enter your school name, address, and other details to display them at the top of all invoices.

Adding a School Logo

1. Go to Billings → Settings.
2. Scroll to the Invoice section.
3. Upload your logo.

Adding Payment Instructions

To include payment instructions or other messages on invoices:

1. Go to Billings → Settings.
2. Scroll to the Invoice section.
3. Type the instructions to display them on invoices.

These settings can also be managed in your School → Settings tabs.

Payment Methods

Available Payment Methods

Payers can use offline or online payment methods.

Offline Payment Methods:

• Cash: Request cash payments.
• Check: Include details like “Make payable to.”
• Other: Describe alternative methods (e.g., vouchers or scholarships).

Online Payment Methods: (requires online payment setup)

• ACH: Bank transfers.
• Card: Credit or debit card payments.

Specifying Preferred Payment Methods

To customize payment options for your payers:

1. Go to Billing → Settings.
2. Scroll to Payment Method Options.
3. Select your preferred offline (cash, check, other) and online (ACH, card) options.
4. Add custom instructions for offline payments.

Tip: Online payment options require prior setup. See the Online Payments help docs for more information.