Post Tuition to Multiple Student Accounts

Purpose

Use this process to post tuition charges to multiple student accounts at the same time using a selected tuition configuration.

Prerequisites

Before posting tuition:

• Verify that tuition configurations are already set up.
• Confirm you have permission to post tuition transactions.
• Review student enrollments and billing settings for accuracy.

Post Tuition to Student Accounts

1. Navigate to More > Tuition & Statements.

   

2. Select Post Tuition to Accounts.

   

3. Choose a tuition posting method:

   • Post Tuition by Date
   • Post Tuition by Season

   

Post Tuition by Date

Use this option to calculate tuition using a specific effective date.

This option is helpful when posting tuition for a future billing period because the system calculates tuition based on the selected date.

1. Select Post Tuition by Date.
2. Enter the calculation date.

3. Select the appropriate tuition configuration.

    

    

Post Tuition by Season

Use this option to calculate tuition based on a selected season.

1. Select Post Tuition by Season.
2. Choose the appropriate season.
3. Select the tuition configuration.

Configure Transaction Details

1. Complete the available Transaction Details fields.
2. Review the blue Current Configuration summary box to confirm the posting settings are correct.
3. Select Get Student List.

Review and Filter the Student List

After generating the student list, review the students included in the tuition posting.

You can further filter the list by:

• Location
• Class
• Balance
• Group

1. Review the generated student list.
2. Apply any necessary filters.
3. Confirm the correct students are selected.

Post Tuition

1. Select Post Tuition to apply tuition charges to the selected student accounts.

2. Wait for the posting process to complete.

After tuition is posted, additional options become available:

• Send Statements
• Undo

Send Statements is helpful if you want to notify your customers that tuition has just been posted.

Undo a Tuition Posting

Use the Undo option to reverse a tuition posting if:

• Tuition was posted twice
• An incorrect date was used
• The memo contains errors
• Incorrect settings were selected

1. Select Undo.

2. 

   Open the dropdown menu.

3. Select the tuition posting date to reverse.
4. Select the black Undo button.

Troubleshooting

Problem: Students are missing from the generated list

Solution:
Verify the selected tuition configuration, season/date selection, and any applied filters.

Problem: Tuition amounts appear incorrect

Solution:
Confirm the calculation date, tuition configuration, and student enrollment information before posting.

Problem: The Undo option is unavailable

Solution:
Verify that a tuition posting was successfully completed.

FAQ

Can I post tuition for a future date?

Yes. Use the Post Tuition by Date option and select the future calculation date.

Can I filter which students receive tuition postings?

Yes. After generating the student list, you can filter by location, class, balance, or group.

Does Undo remove all tuition transactions from that posting?

Yes. The Undo option reverses the selected tuition posting batch.

Can I send statements immediately after posting tuition?

Yes. After posting tuition, you can select Send Statements to notify customers.