For center administrators with edit access to Billing.

Steps

1. Open Programs, then the Roster tab. Your menu may call Programs Clubs & Activities or Sessions & Weeks.

2. Find the child and choose Revise. On the newer screens, it is in the row’s ⋮ menu.

3. Tick or untick the Enrolled days (or Enrolled weeks).

4. To change what the family pays, change Price or Discount. You can add a Discount reason. It is kept on the record.

5. If the price changed, type the words shown to confirm. Changing weeks can change the price too.

6. Choose Save revision. Choose Done.

When a new price starts

• An unpaid bill for this enrollment gets the new price.

• If that bill is already paid or partly paid, Bloomily won’t change the price. Give a credit or a refund instead. You can still change the days.

• If the child is billed monthly, the new price starts with the next monthly bill. Bills already made, including this month’s, stay the same.

• For care billed by the day, changing the days can change the daily rate. The window asks you to accept the new rate first.

A program that bills every month

The window asks different questions:

• What this child pays each month: the program’s price, A different rate or No charge.

• Monthly rate, for a different rate.

• Reason. The family can see it on their enrollment.

• First month billed.

Bills not sent yet get the new price. Bills already sent stay the same. After you save, you can tick sent bills to add the difference. If a month should already have been billed, the window says it is billed when you save.

Bloomily doesn’t email the family about this change.

Walkthrough: After-school days or price

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