A billing plan is a schedule of children's billing dates for a single item. Before creating a plan, you must add charges. A Charge is an amount for a service rendered to the child in the Daycare center.
With our Billing Plan feature, you can create and add Billing Plans to families and children. A Billing Plan is a schedule of children's billing dates for a single item. You can also create a Charge/Credit to add to the Billing Plans.
Before creating a Billing Plan, you must add Charges. A Charge is an amount for a service rendered to the child in the daycare center. A Charge includes the Discount Charge as well as a Subsidy Charge. In order to set up a Charge, Subsidy or Discount, we will need to do the following steps.
To set up a new Charge, click on the Billing Module.
Under the Billing Module, click on the “Charges Library”.
Click on “Create New Charge” on the right side of the screen.
Enter the desired name of the Charge/Subsidy/Discount and its description.
Select the desired Charge/Subsidy/Discount from the dropdown list and select the account it should be reflected on.
If you want to create a new Charge, click on Charge from the dropdown and enter the full-time Charge and/or part-time Charge
If you want to create a new subsidy, click on Subsidy from the dropdown and enter the Subsidy account it should be reflected on.
If you want to create a new discount, click on Discount from the dropdown.
Next, enter the location for this Charge/Subsidy/Discount.
The new Charge/Subsidy/Discount will be created successfully.
You can now create a Plan as mentioned in the following steps
You can define a billing plan at the header level, which is then valid for all children items assigned to it. Once you have created the charges, you can set up a billing plan. There are two types of Billing Plans:
1) One-time Plan
Here's how to set up a one-time billing plan
Click on the Billing module and then click on Plans.
You will see a list of all previously created plans at your location.
Click on the “Add Plans” button on the top right of the screen.
On the plan details page, toggle the button to “One Time Billing Plan”.
Enter the details of the plan by filling in the plan name, plan cycle, invoice date and due date.
Click on either Full Time Charge or Part-Time Charge as per your requirement.
Add the charge (created earlier) and then click on the Add button under the action heading.
Click on “Save Plan and Continue”.
On the next screen, select the children that need to be added to this plan.
Please note that you can charge any child under the Active or Enrolled status only
You can also add Discount or Subsidy to any individual child by clicking on the Add (+) button next to the child's name and adding the Subsidy or Discount charge by clicking on Add New. Please note that you have to first create a Subsidy or Discount type of charge before you can add it to a child.
Select the discount or subsidy charge and enter the amount and description and then click on Add under the Actions Tab.
Click on Add at the bottom of the App and the discount/subsidy will now be applicable to the selected children.
Click on Submit and the selected children will now be added to this One Time Plan.
You can view the plan on the child's statement page in the Child module.
2) Recurring Plan
Here's how to set up a recurring billing plan
Click on the Billing module and then click on Plans.
You will see a list of all previously created plans at your location.
Click on the “Add Plans” button on the top right of the screen.
On the Plan details page, toggle the button to “ Recurring Billing Plan”.
Enter the details of the plan by filling in the plan name, plan cycle, invoice date, due date, start date, end date, etc. Also, select if this is a Prepaid or a Postpaid Plan.
Click on either Full Time Charge or Part Time Charge as per your requirement.
Add the charge (created earlier) and then click on the Add button under the action heading.
Click on “Save Plan and Continue”.
On the next screen, select the children that need to be added to this plan.
Please note that you can charge any child under the Active or Enrolled status only
You can also add Discount or Subsidy to any individual child by clicking on the Add (+) button next to the child's name and adding the Subsidy or Discount charge by clicking on Add New. Please note that you have to first create a Subsidy or Discount type of charge before you can add it to a child.
Select the discount or subsidy charge and enter the amount and description and then click on Add under the Actions Tab.
Click on Add at the bottom of the App and the discount/subsidy will now be applicable to the selected children.
Click on Submit and the selected children will now be added to this Recurring Plan.
You can view the plan on the child's statement page in the Child module.
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