When you first begin billing through LineLeader, you will need to set up your plans and items. You are able to add additional plans and items at any time.
Plans include anything that is recurring. Usually, these are tuition charges. Plans can be billed hourly, daily, weekly, bi-monthly (every two weeks), semi-monthly (due on the 1st and 15th), and monthly. You will set up your billing schedules in the billing settings.
Items are usually one-time charges. These items do not need to be charged on a regular basis. Examples of items may include technology fees, enrollment fees, late pickup fees, diaper charges, field trip dues, and more.
To add a plan or an item to your billing plans, follow these steps:
1. Tap on “Billing” on the left-hand side of your screen
2. Tap on the “Configuration” tab from the available tabs at the top of the Billing Dashboard
3. Tap “Add”
4. You may now fill out the following information:
Description: What is the plan or item called? This is visible to parents, too
Category: Select is this is a tuition expense or something different
Frequency: How often should this charge be assessed? Note: Only plans have a frequency as Items are assessed individually
Amount: How much does this charge cost?
Default Expiration: Should this plan automatically expire? This can be helpful for short-term plans or items such as tuition for school breaks, tuition rates that change annually, etc. If you set a plan to expire, the plan will not be eligible after that date.
Ledger Code: If you utilize our Quickbooks Integration, you may enter a ledger code here.
To learn how to set up your automatic billing schedule, please visit: How to set your automatic billing schedule and configure legal entity settings
Once you have added your plans and items, you can begin enrolling children in their proper plans. To learn more, read How to Enroll a Child in a Billing Plan
If you have additional questions, please contact support@lineleader.com