When you first begin billing through MomentPath, you will need to set up your plans and items. You are able to add additional plans and items at any time.
Plans include anything that is recurring. Usually, these are tuition charges. Plans can be billed hourly, daily, weekly, bi-monthly (every two weeks), semi-monthly (due on the 1st and 15th), and monthly.
Items are usually one time charges. These items do not need to be charged on a regular basis. Examples of items may include technology fees, enrollment fees, late pickup fees, diaper charges, field trip dues, and more.
To add a plan or an item to your billing plans, follow these steps:
1. Tap on the “Billing” tab on the left-hand side of your screen then tap the “Plans and Items” tab.
2. In the upper right-hand corner, tap the “+Add” button.
3. Select the type and add a description, frequency and amount. Then, tap “Save”.
4. You will now need to assess the plans and items you have made to individual children. Select a child’s profile, then tap on their billing tab. Please read this article for more information
If you have additional questions, please contact firstname.lastname@example.org