How to import Tuition Management Services into Student Billing (includes sample data file)

Tuition Management Services is a third-party collection agency that families send payments to instead of the paying the school directly. The school can then import the payment information into Student Billing.
 

 

Follow these steps:
  1. From the Administration page, click Import from Tuition Management Service.
  2. In the Tuition management service field, select the service being used. 
  3. In the Import file field, click the browse button to search for and select the file to import.  Note: Manually editing an import file may cause the file to become invalid. 
  4. In the Match records by using field, select how you are matching the payments to the records. Note: Student ID is highly recommended.
  5. In the Bank account for deposit field, select a bank account. 
  6. Mark the Print a control report or Create output query of records checkboxes as appropriate. 
  7. Click Import Now. 
  8. Click OK on when the confirmation message appears. 
Refer to this sample data file, TMSImport.xls, for the file layout.
TMSImport.xls

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.