Billing upload best practices:
  • Generate a template from Smart Tuition in excel format via Saved Custom Reports or exporting a list via Manage Families.
  • Required fields for family based billing templates:
    • Smart Tuition Family ID #
    • Family Name
    • School Family ID # if applicable
    • Fee or Discount name
    • Dollar amount to be billed
  • Required field for student based billing templates:
    • Smart Family ID #
    • Student Name
    • School Student ID if applicable
    • Fee or Discount name
    • Dollar amount to be billed
  • Do not change any information in the template generated from Smart Tuition.
  • Do not include formulas; include values only.
  • Indicate if the item is a Fee or Discount.
  • Indicate the billing month.