Your system will come pre-set with “Tuition and Registration”. Do not change the Tuition category and do not add monthly tuition categories such as “Sep Tuition” or “Oct Tuition” etc. A “General Tuition Category” is used for “Tuition” and “Billing” is done by time interval date range.
To create a new category:
- Click on Add New Button
- Enter in Income Category name
- If the category is taxable – enter the Tax percentage in the Category tax – (ex. Enter as 7.00 for 7%)
- Pay at Signup refers an automatic invoice being generated when a new student is added to the system. If you want an Invoice to be Auto-generated for a category such as Registration you would click the box Pay at Sign Up. All categories selected as Pay at Sign up will generate for each student added if added by the studio or through the online registration. This invoice will be created prior to class enrollments so it will be there when a parent logs in the first time.
Once the category is created, the original default price needs to be entered from the Billing section. tab Income Category Price.
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