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 Invoice Setup.
3. Upload your logo.

Adding Payment Instructions

To include payment instructions or other messages on invoices:

1. Go to Billings → Settings.
2. Scroll to Other Payment Instructions at the bottom.
3. Type the instructions to display them on invoices.

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.