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AdminsBilling

Take an enrollment deposit

A screen recording of Pearspark doing exactly this in a sample school, and the same 6 steps written out below in the labels you'll see on screen.
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How to take an enrollment deposit

  1. 1In the sidebar under Administration, click Billing
  2. 2Along the tabs, click "Enrollment" — the page header reads "Enrollment billing"
  3. 3(Optional) Next to "Enrollment deposits", click "Standard deposit" and enter the Amount ($) your school asks for at signup, then Save
  4. 4Click the header button "Record a deposit" — the dialog is titled "Record an enrollment deposit"
  5. 5Pick the Student, enter Amount ($), Paid by, Received date, Reference (optional), School year (optional), and a Note (optional)
  6. 6Click "Record deposit" — the deposit lands in the table showing Deposit, Credited, and Left, and comes off the family's tuition invoices automatically

Part of Admissions, enrollment & re-enrollment

A public application form that feeds a checkpoint pipeline, interviews with named interviewers, one-click enrollment, and spring re-enrollment that chases its own responses.

All 29 videos in this group About this feature

Next in this group

Sign the school's enrollment formsFamilies
Set up the public online application formAdmins
Apply to a school through the public application formFamilies
Add an applicant and track them through the pipelineAdmins

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.

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