This is the Student Billing Main Menu.                  

The system will create and update payer accounts at the beginning of each year. From the main menu click on one of the “Create Payer” buttons. Select the case that you want to set up for the majority of your families. You can change the exceptions in the “Payor Relationship” file later.

The Student-Payer table is used to manage relationships that differ from the ones generated by the system. You can set the system to split charges among up to three payers with up to three groups per payer.

The payer screen is where you set up and manage “accounts”. The payer is usually the head of the household and may have the same payer number as the student number. This is where you add non-parental payers like trust funds or legal guardians. This screen is also used to select and view/print aged detail for the payer and to view YTD transactions.

If a payer has a question on their account just click on the YTD Transactions List View and the transactions for the current year will be displayed in date order.

Statements can be printed at any time and for any Payer or Student. You may print one statement per family or one statement per student. You can decide how much detail to maintain on the statement by running the Period end process. When you run period end the detail is rolled up to the beginning of Month Balance.

The Payment Distribution screens enables you to apply a single check to several charges. When you select a payor all of the open items and their balance at displayed at the bottom of the screen. Just enter to total amount of the check, the check number and the amount to be applied to each item. Click the save button on the right and the screen recalculates the amount left to distribute. When you are finished click on the “Generate Transactions” button and the entries are saved and you are ready for the next check. .