AdminsBilling

Credit a scholarship upfront and bill the family the difference

A 60-second screen recording of a real school doing exactly this — and the same 9 steps written out below, in the labels you'll see on screen.

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How to credit a scholarship upfront and bill the family the difference

1Click Billing under Administration in the sidebar
2Click the Financial aid tab, then New award
3Search the student's name and pick them
4Set Type to ESA / voucher
5Set How it applies to Reduces the family's bill — the upfront credit
6Enter the annual award in the helper, choose the bills per year, and click Use it
7Fill in Funder and Program student ID, then click Add award
8Open the student's record and click Add UFA / scholarship number
9Save the program number — it shows on the identity strip under the student's name

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 21 videos in this group About this feature

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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 demo Subscribe on YouTube