What this is
Billing is where you create tuition invoices, record what families paid, and download a spreadsheet for your accountant.
Optional online payments cost $1.99 per successful collection, plus Stripe processing fees.
Do this
After you sign in, open Billing from the left menu. Use Overview to check successful payments this month, money still owed, and drafts to review.
Choose Prepare invoices and enter the billing period. Open each generated draft on Invoices, then select the ones you reviewed and choose Approve selected.
Select an invoice to record a check or cash payment, or void one that should not be collected.
Use Tuition plans for rates and Payer arrangements for who pays. Reports shows collections, unpaid balances, payment activity, and the accountant spreadsheet.
How it works
- Invoice
- what a payer owes for a period. Drafts stay private until you approve them.
- Payer
- who owes the money. Not always the same person who picks up the child.
- Plan
- a named tuition rate at this location (for example full-time monthly).
- Payer arrangements
- links a child to one or more payers with a share percent.
- Export
- a spreadsheet of invoice and payment lines for your accountant. Ashby is not your general ledger.