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home/Knowledge Base/Billing/How to configure Debit Types
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How to configure Debit Types

60 views 0 March 18, 2020

  1. Go to “Settings” in the top right-hand corner.
  2. Click on the “Billing” tab.
  3. Click on the “Debit Types” tab.
  4. To add/edit a debit type:
    • To add a debit type scroll down and you’ll find an empty field labelled “Enter a New Debit Type” at the bottom of the list. Once you filled out the empty field, click on the round green “checkmark ” icon to save.
    • If you would like all paid charges associated with this debit to be added to the tax receipt, click the checkbox next to “Included in Tax Receipt”.
    • If you would like said paid charge to be associated with your Enrollment Fees, click the checkbox next to “Included in Enrollment Fees”. (Here are some examples; security deposit, registration fees, initial payment, etc.)
    • To edit a debit type, click on the blue “edit pencil ” icon beside the one you would like to adjust. Once finish, click on the round green “checkmark ” icon to save. Or if would want to remove it click on the red “trash bin ” icon.
  1. Toggle on/off “Lock Debits for All Locations” to enable the settings on this page for all locations.

 

Kindertales Tips:

  • Please note that you cannot remove or edit any of the Kindertales defaulted Debit Types.  These Debit Types will be indicated by a “lock” icon  next to them.
  • When checking off the box “”, it’ll create said title in the Enrollment Fees list. (Please see our “Configuring Enrollment Fees” guide for more details.)

 

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  • Pro-rated Program Fees
  • Security Deposit Handling
  • Printing Tax Receipts
  • How to configure NSF Limits and Penalties
  • How to Issue a Refund
  • How to Configure Discounts

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Billing
  • How to configure Debit Types
  • Pro-rated Program Fees
  • Security Deposit Handling
  • Printing Tax Receipts
  • How to configure NSF Limits and Penalties
  • How to Issue a Refund
View All 26  
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Popular Search:Enroll a child