- Create the automatic billing item in Configuration, if it does not already exist.
- Create a record query for the students to which you want to add the schedule.
- Go to Records > Billing Schedules > Add a New Billing Schedule.
- Add the schedule to a group of records (Click on Transaction to the top of the window, and click 'Add this Billing Schedule to a Group of Records,' and insert the query).
Note: This adds the schedule for those transactions on the record's Activity tab under scheduled activity. Transactions have not yet been generated.
- Generate transactions automatically to add the billing item to the record.