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Administrative users can set up the Rate template to match their site’s current rate sheet(s). Once set up, all staffs will have access to the different rates for adding new Invoice(s). To add new Rate Template:
Start from the Admin Module → Select Billing → Rate Template
Select New
Fill in the fields:
Name: name of the rate
Type: specify the type of the rate
Program: what program this rate applies to
Amount: rate amount
Comment: any comments for this rate
Select Save once done
To edit an existing rate including inactivating a rate, select the name of the rate, then select Edit
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Allows administrative users to manage billing account details. To add a new account:
Start by opening to Admin Module → Billing Config → Billing Account
Select New
Fill out form
Select Save when complete
With Online Payment enabled, you can select a Stripe account to apply to the billing account under the Payment section
To modify an existing account, select the Account Name
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Allows administrative users to manage billing programs. To add a new billing program:
Start by opening to Admin Module → Billing Config → Billing Program
Select New
Fill out form
Select Save when complete
To modify an existing billing program, select the name
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Allows administrative users to manage third party accounts. To add a new third account:
Start by opening to Admin Module → Billing Config → Third Account
Select New
Fill out form
Select Save when complete
To modify an existing third account, select the Account Name
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Online Payment: toggle ON/OFF to allow agencies to invite families to FamilyPortal to set up a payment account
Auto Deduction: toggle ON/OFF to allow agencies to collect credit card information for payment auto deduction
Ahead Day: set up days prior to due date for auto deduction to run
Transaction Fee Paid By Parents Via Card/Bank Account: Configuration managed by MCT to allow agencies to pass on transaction fees to parents or absorb transaction fees for parents. To make changes, please contact MCT.
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