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Billing
Billing
Send invoices, receive payments, reconcile accounts
20 articles in this collection
Written by
Caitlin Coffman
and
Madison Carlson
What is Dynamic Billing?
Understanding Dynamic Billing
What is dynamic billing? What payment methods are available? What should I know?
Written by
Caitlin Coffman
Updated over a week ago
Intro to Billing
Learn more about the new Billing feature in MomentPath
Written by
Madison Carlson
Updated over a week ago
How does Billing Work for Families?
Families will follow these steps to put in their payment info and make payments.
Written by
Caitlin Coffman
Updated over a week ago
What payment methods are available for families to pay their bills in MomentPath?
Written by
Madison Carlson
Updated over a week ago
Make it Work
How to Suspend Invoices from Being Sent
If you need to pause invoices from being sent to family members from your center, this article will provide step by step instructions!
Written by
Madison Carlson
Updated over a week ago
Billing: Settings
Step one in setting up Billing in MomentPath
Written by
Caitlin Coffman
Updated over a week ago
How to add plans and items to your billing plan
Learn how to set up your billing plans and items in MomentPath
Written by
Madison Carlson
Updated over a week ago
How to enroll a child in a billing plan
Use this guide to learn how to enroll a child in a billing plan
Written by
Madison Carlson
Updated over a week ago
Expiring Discounts: What they do and how to add them
Expiring Discounts encourage your clients to pay before the due date. Learn how to add these discounts by reading this guide
Written by
Madison Carlson
Updated over a week ago
Billing: How to apply payments to an invoice
Learn more about recording payments in MomentPath
Written by
Madison Carlson
Updated over a week ago
How to add in payments from reimbursement programs, such as CCDF
This article will show you how to enter payments collected by reimbursement programs, such as CCDF and On My Way Pre-K
Written by
Madison Carlson
Updated over a week ago
Add a Family Split to an invoice
Do your clients need to split payment on an invoice? Read this article to learn how to send invoices to each client with the amount they owe
Written by
Madison Carlson
Updated over a week ago
How to suspend billing for a client
Check out this article to see how to pause invoicing for a specific client:
Written by
Madison Carlson
Updated over a week ago
Adding charges and creating a manual invoice
Learn how to create invoices for one time fees
Written by
Madison Carlson
Updated over a week ago
How to add a credit to an account in MomentPath
Written by
Madison Carlson
Updated over a week ago
How to send a balance notice
Learn how to send a payment reminder to a client who may be behind on payments
Written by
Madison Carlson
Updated over a week ago
Data and Reports
What is a Chargeback?
Learn more about Chargebacks and how to resolve payment issues
Written by
Madison Carlson
Updated over a week ago
Dynamic Billing Reports
How to view your invoice, payment, and transaction information in MomentPath.
Written by
Caitlin Coffman
Updated over a week ago
Payment Statement
Learn more about the payment summary report for parents
Written by
Madison Carlson
Updated over a week ago
Billing Reports - Receipts
Learn more about the Receipts Report by reading this guide!
Written by
Madison Carlson
Updated over a week ago