Add Billing Codes to a Student’s Record

Billing codes are used to track different types of fees. For example, you can set up codes for tuition, book fees, activity fees, or any other type of fee that your school charges. You can also use billing codes to generate recurring invoices for customers. For more information, see Set up Billing Codes.

To add a billing code to a student’s record

On the Home screen, click Students or Prospective.
Double-click on an individual’s name.
Click the Billing tab.
Click Add. The Student Billing Codes dialog box displays.
Under All Billing Codes, click the billing code you want to add, and click Add. Repeat this step for each code you want to add.
Click Close.

Note

You can also mass add billing codes to student records. For more information, see Add Billing Codes to Multiple Records at Once.

Related Topics

Manage Billing

Ideas to Impact Conference: May 28-31, 2019

Space shortcuts

Page tree