Here we will discuss how to Enroll Customers so they can be sent invoices and enrolled into payment plans then we will discuss how to enroll customers into invoicing plans, these are both done via the Admin panel. This is a permissions based task, if you do not see some of the options/button described in this document, then you may need to contact another administrator for you school. You will need to be granted the proper permissions, then you can complete the following task.
Sign in to your Admin ClassReach account.
Navigate to the Financial tab.
Click the Customers tab within the window.
To Enroll Customers Into Financials:
Click the +Enroll Customers button in the top left of the window.
The system will suggest all families with active students that are currently not enrolled in financials. From here you have a couple different ways to enroll:
Click the Enroll button next to the suggested family you would like to enroll.
Click the Enroll All button below the suggestions to enroll all of the Suggest Customers to Enroll
Use the drop-down text box to then manually select a customer to enroll
Once enrolled then the customer will be added to the list at the bottom of the page.
Important Note: When customers are enrolled into your Financials they are auto-enrolled into the Incidentals Payment Plan!
To Enroll Customers Into Payment Plans:
Select the Customer you would like to enroll into a payment plan.
Locate the Plan you would like to enroll the Customer into under Posted Invoices
Click the +Enroll In Invoicing Plan button under the Plan.
For Tuition/Scheduled plans, a window will pop up so you can then choose which Schedule you would like to enroll them in.
Select the appropriate Schedule
Select the Day of the Month they would like to pay
Review the Schedule and then Click Save Invoicing Plan