How do I isolate specific families for specific billing frequencies?

One way to do this is to use Membership Type (on the Family Billing Info tab) to isolate which families should have tuition posted. For example, a Membership Types might be Monthly, Annual, Semester, etc.

  1. Create Membership Types using by pointing to Tools and clicking Edit Settings.
  2. In the left menu, select Drop Down Lists.
  3. Click Membership Type from the choices on the left.
  4. Use the Add Row button to add a new type.
  5. Save Changes.
  6. Add a Membership Type to a family by going to the family's Billing Info tab.
  7. Choose a Membership Type from the drop down list.
  8. Save Changes.

Post tuition fees to specific Membership Types by selecting a Type in the Membership Type field in Post Tuition Fees & Post Tuition Fees by Total Hours.

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