Families

Each family or household can include one or two parents. Typically, a student's parents are the payers and the head of the household.

Guardians may be listed as parents.

See Parent (Payer).

Fees, discounts, and payments may be associated with a single student in the family. For example, a family may have multiple students but only one student plans to attend the senior class field trip.

See Students.

If a student's parents are divorced (and possibly remarried), the student may need to belong to multiple families who each pay different amounts. This may result in duplicate instances of the student, since the student's information is repeated for each half of the family.

Note: Your school is responsible for splitting tuition, fees and discounts across different family accounts for a student.

If a student's grandparents or other extended family members pay some of the student's bills, you could create a "family" and list the grandparent as a "parent." Thus, the student will probably belong to multiple "families" who each pay different amounts. This may result in duplicate instances of the student, since the student's information is repeated for each "family."

Alternatively, grandparents can send funds to parent payers, who then make payments for the student.

Note: Your school is responsible for splitting tuition, fees and discounts across different family accounts for a student.

If a trust fund or other party pays some of the student's bills, the funds should be sent to the student's parent(s)/guardian(s) who then make the payment on the student's behalf.

Alternatively, you could create a "family" and list the trust fund manager as a "parent." Thus, the student will probably belong to multiple "families" who each pay different amounts. This may result in duplicate instances of the student, since the student's information is repeated for each "family."

Note: Your school is responsible for splitting tuition, fees and discounts across different family accounts for a student.

From the main family record, you can view a Billing Summary and Billing Details. You can Export Billing Details for use in a spreadsheet application, such as Microsoft Excel.

To learn more about editing billing details for a family, see Edit Billing Details.

Apply fees for activities, uniforms, books, lunch, field trips, and more. Apply discounts, scholarships, and financial aid to reduce a family's total bill. See Fees & Discounts.

Apply late fees and bank fees. Bank fees include bounced checks, convenience fees, shopping cart fees, and more. See Manage Fees.

You can

• Add a payment

• View payments

• Edit payment settings, including payment plans

To learn more about payments, see Add a Payment.

To update a family's contact information, from the main page for the family, select Edit Family Information or Update Parent & Student Info. See Update Family & Student Information.

To view records of all emails, text messages, and invoices, from the main page for the family, select Communication History. See Communication History.

From the main page for the family, you can view past notes and requests. To add a new note or request, select Add Note. See Add a Note.

To review issues or requests that need follow up, select Review Follow Up. See Review Follow Up.

To view, resend, or stop welcome and invoice letters and email, from the main page for the family, select Welcome Email and Invoice Settings. See Welcome Email and Invoice Settings.

From the main page for an existing family, select Edit Family/Student Info. See Update Family & Student Information.

For new families, see Add New Families or Manage Family Enrollment.

To update records for families in bulk (such as to add a field trip fee for all students in the same grade level), see Manage Families and perform a batch action.