Issue/Question
How do I isolate specific families for specific billing frequencies?
Environment
Jackrabbit application, Drop-down lists, Post Tuition Fees
Resolution
One way to isolate specific families when billing tuition is to use Membership Type (on the Family record > Billing Info tab). For example, Membership Types might be Monthly, Annual, Semester, etc.
- Create Membership Types by going to the Gear (icon) > Settings > General > Drop-down Lists (left menu).
- Click Membership Type under Family from the choices on the left.
- Use the Add Row button to add a new type.
- Click Save Changes.
- Add a Membership Type to a family on the Billing Info tab of their Family record. Choose a Membership Type from the drop-down list.
- Click Save Changes.
Post tuition fees to specific Membership Types by selecting a type in the Membership Type field in Post Tuition Fees.
