For center administrators with access to this area.

Define a reusable tuition template for contracts and enrollment pricing.

Steps

1. Open Money > Setup & reports > Billing setup and choose New template.

2. Enter the template name, annual tuition, billing frequency and school year.

3. Review whether families may choose a different payment frequency.

4. Open Fees and deposit. Use Registration fee for a registration fee and Materials fee for a materials fee. Configure a deposit only when your center requires one.

5. Review availability for new contracts, then choose Create template and read the result.

Check the result

Creating a template does not create an invoice, charge a family or complete enrollment.

The recording incorrectly calls the Materials fee field a registration fee. These are separate fields; follow the written steps and the actual field labels. All example amounts and school years belong to the recording.

Interactive walkthrough: Create Custom Tuition Billing Templates in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window