To change or add a fee amount for an individual family:
  1. Navigate to Families> Manage Families (or to Enrollment> Pending Families), and click on the family you would like to edit
  2. Hover over the blue box with the white arrow on the left hand side
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  3. Select Edit Billing Details
  4. Add in a fee/discount either:
  • By entering in the total in the total box and clicking "Spread Total"
  • By entering in the amounts for each month
  1. Enter in an appropriate reason into the"Enter Reason For Updating The Billing Details"
  2. Click "Save Changes"
 

To change or add a fee/discount amount for more than one family to the same amount (bulk/batch):
  1. Navigate to Families> Manage Families (or to Enrollment> Pending Families)
  2. If this is a Student Fee/Discount, select 'Student View' from the 'View Mode' dropdown (otherwise, leave it as 'Family View')
  3. Check the boxes to the left of each Family/Student to be edited
  4. Click 'Select Action' under 'Perform Batch Action'
  5. Select 'Apply Fee/Discount' (or 'Remove Fee/Discount')
  6. If 'Apply Fee/Discount' was selected, select the fee/discount type, amount, and which months it should apply to (if available)
  7. Click 'Submit'