-
How to add or edit an auto-pay account for a parent within the system.
-
How to print year end tax statements for families
-
Last Updated: 11/27/2023
in System Walk-Through Home TabThe Home > General tab is where users can add or edit their center name, GL detail, contact email address, add and view license information.
-
The general ledger builder allows users to create short code that attach to valid values. When this is done the system will be able to pull detail for how a revenue or payment type valid value shoul
-
Reoccurring Billing Classrooms are programs or rooms that have a weekly or monthly reoccurring billing cycle.
-
The Payments > Payments screen allows users to search and display payments received in a particular period.
-
How to setup auto-pay within the system.
-
Parents have the option to use the QR code check in, instead of using their PIN. Parents must first download the InSite Parent application to use this feature. For parent instructions click here . QR Code Setup Prior to parents using the QR code...
-
The summary tab on the family record displays basic information about a child.
-
How to group payments together, this will be most helpful if sites are trying to balance back to a bank statment.