AdminsBilling

Create a tuition plan and add students

A screen recording of Pearspark doing exactly this in a sample school, and the same 9 steps written out below in the labels you'll see on screen.

How to create a tuition plan and add students

1Click Billing under Administration in the sidebar, then the "Plans & students" tab
2Click "New plan". A four-step dialog opens: The plan, The schedule, Who it covers, Check and finish
3The plan: type a Plan name and the Amount ($), choose how it's Billed (Weekly, Biweekly, Monthly, Quarterly, Twice a year, Annual, One-time or School year schedule), and click Next
4The schedule: set a First billing date (blank starts this month), how long Billing runs, and Due on (14 days after the period starts, or a day of the month), and click Next
5Who it covers: optionally enter Grade levels (blank means every grade) and a Description, which prints on invoices, and click Next
6Check and finish: review the answers (Change fixes any of them) and click "Create plan"
7On the plan's card, click "Add student", search for the child, and leave "Custom amount for this student" blank to charge the plan's price
8Optionally set Billing starts and Billing ends, then click "Add student". A monthly plan sends its first invoice with the next billing run
9A school with no plan yet sees one "Everyone pays the same" card instead: enter the Amount per student, how it's Billed, the First bill date and how families pay, then click "Make the plan and put all students on it"

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.

Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.