All videos
AdminsTuition & billing
Set up the chart of accounts
A screen recording of Pearspark doing exactly this in a sample school, and the same 7 steps written out below in the labels you'll see on screen.
How to set up the chart of accounts
- 1Click Billing under Administration in the sidebar
- 2Click the Accounts tab
- 3Click + New account and enter the code and name from your bookkeeper's chart, then click Add account
- 4Repeat for each account — income, receivables, and so on
- 5Scroll to What posts where and point each kind of money at an account
- 6Click Save mapping
- 7Unmapped money still exports — it just says "Unmapped" instead of a code
Part of Tuition & billing
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.
Next in this group
Do it in your own school
Everything in this video is in every plan. Your first 30 days are free, with no setup fee and no sales call.