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AdminsReports
Run Arizona ESA & ClassWallet compliance
A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
How to run Arizona ESA & ClassWallet compliance
- 1Click Reports under Administration in the sidebar and find the Arizona ESA tuition worksheet card — the approved school-fee list
- 2Click Compliance checklist — Arizona sets no deadlines and no withdrawal clock, and money owed back goes to the Department by paper check
- 3Bill quarterly — the wallet holds about a quarter of the annual award — and bill exactly: a Pay Vendor amount that differs from the invoice gets the order rejected
- 4Click Billing, then the Invoices tab, and open the family's invoice; in the "Expected from third parties" panel click "view" to see each student's ESA invoice (grade, dates of service, one exact total) and "Download PDF" to save it as a file
- 5Gross the invoice up for the ClassWallet vendor fee: bill it as a payment processing line
- 6Open Billing, then the ClassWallet tab: an ESA award and an STO scholarship cannot share a year
- 7Chase ESA invoices unpaid 14+ days — a rejected order is invisible to the school
- 8Upload the ClassWallet Payment Report and click Review report; never record a returned payment, and re-upload safely — rows match on their Transaction ID
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.
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Do it in your own school
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