Freqently Asked Questions

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Account Billing Frequency

  • This table allows you to group different account together that will be billed at the same time.
  • There are nine frequencies that can be setup.
  • If you charge tuition once a month for some customers, every other month for other customers,you can setup one of the Plans for once a month and one for every other month.
  • Since your program comes with default plans, select the plan you want to use by highlighting the plan.
  • Click on Edit Account Billing Frequency Table Entry.
  • The multiplier is the number of months for the plan.  For instance, if you bill a group every two months, the multiplier would be 2; the computer would multiply your monthly tuition by two to compute the correct amount.  The multiplier can be set from .01 to 99.99 for more accurate tuition posting. 
  • You can add a discount by amount or percent by clicking in the % or $ boxes and adding the information. The discount will apply when the account is charged.
  • The description name can also be changed.
  • Click Save.
  • On the Account screen for each account, be sure to select the correct Account Billing Frequency Table.  The program will always default to Plan 1.

Created on Thu, Jan 21, 2010 at 2:26 PM. Last updated on Mon, Mar 1, 2010 at 3:55 PM.

Filed Under: Setup System