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Put a student on a tuition plan

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to put a student on a tuition plan

  1. 1Click Billing under Administration in the sidebar, then the "Plans & students" tab
  2. 2On the plan, click "Add student"
  3. 3Search for the student in the Student picker and select them
  4. 4For non-monthly plans, choose "Bill as" — one invoice or monthly installments
  5. 5Optionally set "Billing starts" and "Billing ends" dates
  6. 6Click "Add student" — monthly plans bill on the next run; annual/one-time plans invoice immediately
  7. 7Any financial aid award for the student shows as a chip on the plan's roster

Part of Tuition & billing

Put each family on a plan, run billing once a month, and let Stripe and automatic reminders do the collecting — families pay right in the portal.

All 19 videos in this group About this feature

Next in this group

Export invoices and payments for your bookkeeperAdmins
Check your balance and payment historyFamilies
Bill tuition weekly, fortnightly, quarterly, or half-yearlyAdmins
Split an annual plan into monthly installmentsAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

Try the live demoSubscribe on YouTube