Jackrabbit gives you the option to Post Tuition Fees billed by Class Fee to multiple families at one time, this is referred to as a batch or batch billing.
Go to Transactions (menu) > Post Tuition Fees and select the criteria for the classes you would like to post tuition for. After criteria selection is complete, click the Preview Tuition Fees button. This will generate a Preview Tuition Fees list.
What's my next step? After you select your settings and criteria to generate a Preview Tuition Fees list, as described in this article, go to Preview and Post Tuition Fees by Class Fee to post the tuition fees.
Billing Settings By Class Fee
|Make selections in this section for Billing Method, Billing Cycle, and choose a date to post the tuition.|
|Post to classes with this Billing Method||Select By Class Fee to post tuition for classes with the Billing Method of By Class Fee.|
|Post tuition to classes with this Billing Cycle||Select your Tuition Billing Cycle if you use more than one Billing Cycle. You can only post tuition for one Billing Cycle at a time. If you use more than one Billing Cycle for your By Class Fee classes, you will run Post Tuition Fees separately for each Billing Cycle.|
|Billing Cycle start date||You must have a Billing Cycle start date. If you select By Session Dates as the Billing Cycle, the Billing Cycle start date will pre-populate with the start date of the session selected. These dates are determined in Tools > Edit Settings > Drop-down Lists > Session.|
When you use Weekly, Monthly, or Custom Billing Cycles, you must choose a billing cycle start date.
|Tuition post date|
The tuition post date will default to the first day of the Billing Cycle selected, but can be edited and does not have any impact on your Billing Cycle start date. This is simply the date that you would like 'stamped' on the tuition fee transaction.
For example, you may post tuition fees on the 15th of each month for the upcoming month. It's March and you are posting tuition for April - you would select the Billing Cycle start date 4/1/2020 and you would change the Tuition post date to 4/1/2020.
Note: Use the CTRL (Command on Mac) key to select multiple Sessions or Categories.
|Select the sessions, classes and discount rules in this section.|
|Post to classes with this session||Select one or more sessions for the Post Tuition Fee batch.|
|Post to classes with this Category 1, 2, 3||Select one or more Category 1, Cat 2, Cat 3 to narrow down the classes.|
|Use these Tuition Discount Rules||Select the applicable Tuition Discount Rules.|
|To post tuition fees to all families in the classes you have selected, leave these fields blank.|
|Family Search||Select a specific family to post tuition fees to by searching their last name.|
|Family Location||Select families from a specific Location to include in the batch.|
|Membership Type||Filter families with the Membership Type you select. The Membership Type is located on the Billing Info tab of the Family record. You can only select one Membership Type per batch.|
|ePayment Schedule||Filter families with the ePayment Schedule you select. The ePayment Schedule is located on the Billing Info tab of the Family record. You can only select one ePayment Schedule per batch.|
|Family Discount Rules||Filter families with a Family Discount Rule assigned on the Billing Info tab of the Family record. See our Help article Family Discount Rule for more details.|
There are a number of Additional Settings that can be selected when posting tuition fees.
|Post tuition to active classes only||When selected, Jackrabbit will pull only classes with a Status = Active into the tuition batch.|
|Post tuition to students with Enroll Type=Trial||When selected, students who have an Enroll Type of Trial will be included in this tuition billing.|
|Post tuition to students with Enroll Type=Waitlist||When selected, students who have an Enroll Type of Waitlist will be included in this tuition billing.|
|Include all classes with calculating multi-class discounts|
When Jackrabbit counts classes for multi-class discounts, it counts only the classes that matched the criteria you selected. If you want Jackrabbit to include all classes the student is enrolled in, select this check box. Even though classes may not have the assigned Tuition Billing Cycle and or Tuition Discount Rule, they will still be included for the discount calculation. The classes are only used for the purposes of the discount calculation; tuition fees for those classes will not post because they did not match your selected criteria.
Also, if this check box is selected, Jackrabbit will look at the sum of these class tuition fees to determine the highest / lowest for both multi-class and multi-student discounting.
|Apply tax to tuition||If you have Tools > Edit Settings > Organization Defaults > Tax Settings > Tax Tuition Fees = Yes, you'll have the option to apply tax to the batch or not.|
|If you Prorate Tuition Fees, you'll see two additional options.|
|Prorate tuition for future enrollments during Billing Cycle||When selected, Jackrabbit will prorate tuition for any student that has a future enrollment during the Billing Cycle. If you do not allow future enrollments (Tools > Edit Settings > Organization Defaults > Class Settings) this option will not display. Note: Future enroll dates are inclusive, i.e. the student is considered in class on that date.|
|Prorate tuition for drops during the Billing Cycle||When selected, Jackrabbit will prorate tuition for any student that drops during the Billing Cycle. Note: The drop date is exclusive, i.e. the student is not considered in class on that date.|
|Transaction Type defaults to Tuition Fee.|
|Transaction Type||The Transaction Type of Tuition Fee can not be changed.|
|Transaction Subtype||Optionally, add a Transaction Subtype to the tuition fee posting. Transaction Subtypes can be created/edited from to Tools > Edit Settings > Drop-down Lists > Transaction Sub Types.|
|Note||Adding a customized note is optional. If a note is entered, it displays after the Jackrabbit transaction note. The notes column is limited to 200 characters.|
Define an Additional Discount to be applied to the tuition fees as well as your other discounting and/or prorating.
See our Help article Post Tuition Fees - Additional Discount for more detail on these settings.
Duplicate Fee Detection
See our Help article Duplicate Detection in Post Tuition Fees for more details on how this feature works.
|Select the Use duplicate tuition fee detection check box and enter a date range that you would like to check for any possible duplicate fees.|
Click Preview Tuition Fees to preview the tuition fee list. Duplicate fees are shown at the top of the list in yellow, they can be deleted so the family is not double charged.