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Billing Family

Billing Family

Owned by Zaac Totonjian (Unlicensed)
Last updated: 12 Oct, 2023 by Educonnex Support
1 min read

Our billing system allows sibling discounts to be applied across families and attached to various products. Setting up Billing Families allows the system to know who belongs in any given family.

 

To create a billing family from the Finance Module

  1. Go to Menu > Finance > Micro billing > Create Billing Family.   





  2. Enter a name for the Billing Family.  It is beneficial to use the name of the person to be billed.


  3. Select the school.


  4. Add people who belong to the billing family by clicking Add Member/s.


  5. Once completed click Save.


To continue to add billing families click Actions > New Billing Family.
This screen can also be accessed from Student Profile > Finance > Billing Family and then clicking New Family







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