Fee Tracking Features

▤ Summary

So here’s an updated summary of what our Fee Tracking module can do: You can easily add charges and payments for each student. You can also generate invoices, which is simply a collection of charges: We modelled our Fee Tracking module after Credit Card statements. You can designate a statement period (i.e. a start and end date), and the system will (1) calculate an opening balance, (2) calculate a closing / outstanding balance, and (3) display all transactions within the specified period. • Categories are mapped to Product & Services in QuickBooks Online • Track fees and payments by Student or by Family • For Family Billing, each student is assigned a Primary Payer, who is responsible for making payments • Track unpaid charges using Payment Allocation • Auto-Allocate function available for individual students, as well as in bulk • Use Email Templates to send messages to students/primary payers Connect your QuickSchools account with Stripe so you can collect payments from students and parents directly from the Student and Parent Portals: With Online Payments enabled, you can also collect payments from the Online Forms modules. Improvements we are considering include: • Ability for administrators to charge credit cards entered by students and parents in the Student and Parent Portals • Support for students and parents to pay via ACH (i.e. bank transfer) If you want to customize the printed Invoice, Receipt and Statement, be sure to contact our support team for customization services.

▦ Linked Companies

QuickSchools, Inc.

$1M to $5M