Pearspark
All videos
AdminsReports

Run Arizona ESA & ClassWallet compliance

A 60-second screen recording of a real school doing exactly this — and the same 12 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to run Arizona ESA & ClassWallet compliance

  1. 1Click Reports under Administration in the sidebar
  2. 2Read the Arizona ESA tuition worksheet card — the approved school-fee list
  3. 3Click Compliance checklist — Arizona sets no deadlines and no withdrawal clock
  4. 4Read why: money owed back goes to the Department by paper check
  5. 5Bill quarterly — the wallet holds about a quarter of the annual award
  6. 6Bill exactly — a Pay Vendor amount that disagrees with the invoice is rejected
  7. 7Open the invoice and print the per-student ESA invoice (PDF)
  8. 8Gross the invoice up for the ClassWallet vendor fee as a payment processing line
  9. 9Open Billing, then ClassWallet: an ESA award and an STO scholarship cannot share a year
  10. 10Chase ESA invoices unpaid 14+ days — a rejected order is invisible to the school
  11. 11Upload the ClassWallet Payment Report and click Review report
  12. 12Reverse returned payments, 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.

All 27 videos in this group About this feature

Next in this group

Run Utah Fits All Scholarship complianceAdmins
Set your financial aid budget for the yearAdmins
Open financial aid applications to familiesAdmins
Apply for financial aidFamilies

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