Parent

Billing Overview

Billing: Manage Pricing Groups

Easily create, configure, and manage charges to ensure accurate billing, tailored pricing, and seamless daycare operations.

Product Management: Creating and Configuring Charges

Learn to create and manage items like materials, supplies, or services by setting prices, applying taxes, and customizing details easily.

Product Management: Creating and Configuring Items

Create Invoicing Rules

Manage Plans

Effortlessly create and configure packages in Product Management to bundle services, streamline billing, and offer tailored pricing.

Product Management: Creating and Configuring Packages

Getting Started with Billing

Add Charges to Plans

Billing: Manage Taxes and Discounts

Generate Manual Invoices

Edit or Schedule a Change in the Plan

Ad-Hoc Products

From configuring price groups to applying family-friendly discounts and setting up tax types, this guide makes it simple!

🛠️ Product Management: Price Groups, Discounts, and Tax Types

Manage Invoices and Payments

Billing: Manage Sessions

Manage Payments

Easily manage and customize your invoice settings, including payment terms, templates, and details, for seamless and professional billing.

Billing Settings: Customize Your Invoice Settings

Manage Invoices

Manage Payers

Manage Deposits

Create a Plan

Learn how to set up, customize, and track subsidies, resolve conflicts, and maintain transparency with parents and funding entities

📊 Enable and Manage Funding/Subsidy

Learn how to configure funding and subsidies on billing plans to ensure accurate calculations and efficient management of financial support for families.

Adding Funding/Subsidy to Children Billing Plans/Schedules

Learn how to Customize and generate the tax receipts, to have a comprehensive description of the payments throughout the year.

Tax receipt

Learn how to manage, review, and track all issued invoices efficiently using the Invoices Tab in the Billing Transactions section.

Billing Transactions: Exploring Invoices Transactions

Streamline billing with automated invoices and reminders. Save time, ensure timely payments, and enhance your financial efficiency.

Billing Settings: Automating Invoices and Payment Reminders

A step-by-step guide to creating sessions, defining timings, assigning pricing, and configuring availability to suit your needs.

🕒 Product Management: Creating and Configuring Sessions

Understand how to set up and manage billing schedules in Parent, ensuring accurate, automated invoicing and streamlined financial processes.

Billing Transactions - Generating Tax Receipts

Learn how to overview and manage billing schedules in Parent™, ensuring accurate, automated invoicing and streamlined financial processes

Billing Transactions: Schedules/Plans

Learn how to manage deposit billing transactions effortlessly, ensuring accurate tracking and streamlined payments in Parent™.

Billing Transactions: Manage Deposits

Discover how to access and analyze detailed reports for payers, including payment history, balances, and account statuses.

Billing Transactions: Payer's Reporting

Learn how to track, manage, and optimize billing transactions, payments, and payouts with this in-depth guide.

Billing Transactions: A Deep Dive into Payments & Payouts Transactions

Easily customize your tax receipt reports with pre-set details and formatting. Streamline reporting for families and your organization’s record

Billing Settings: Pre-Customize Your Tax Receipt Reports

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Emily

Billing and Invoicing

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