AdminsFinancial aid

Renew or end an expiring aid award

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.

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How to renew or end an expiring aid award

1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
2Read the amber banner listing awards that need renewal, each with the student and the end date
3Click the "Needs renewal" chip above the awards list to show only those awards
4Click Renew on the award — the Edit award dialog opens with every field prefilled
5Type the next year into School year and push out the "Ends (optional)" date
6Click Save — the award drops off the renewal list and keeps applying
7Not renewing? Click End instead: it stops applying to new invoices, and invoices already generated keep their amounts

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 13 videos in this group About this feature

Next in this group

Set your ESA vendor name so families can find youAdmins

Send an ESA invoice and record the paymentAdmins

Reconcile ESA settlements from a CSVAdmins

Produce the ESA and scholarship verification packAdmins

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.

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