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Set your ESA vendor name so families can find you

A 60-second screen recording of a real school doing exactly this — and the same 6 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to set your ESA vendor name so families can find you

  1. 1Click Billing under Administration in the sidebar
  2. 2Click the Financial aid tab
  3. 3Scroll to the "State funding programs" card
  4. 4Click Set ESA vendor name
  5. 5Type it into "Vendor name families search for" exactly as registered with the ESA platform
  6. 6Click Save — the button now shows the vendor name you set

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

Send an ESA invoice and record the paymentAdmins
Reconcile ESA settlements from a CSVAdmins
Produce the ESA and scholarship verification packAdmins
Set your financial aid budget for the yearAdmins

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