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 Caitlin Coffman
Updated over a week ago

What are Plans and Items?

Learn the difference between Plans and Items

Written by Caitlin Coffman
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 bill in MomentPath?

Written by Caitlin Coffman
Updated over a week ago

Billing: Settings

Step one in setting up Billing in MomentPath

Written by Caitlin Coffman
Updated over a week ago

Create Payment Plans

How to add payment plans for family billing.

Written by Caitlin Coffman
Updated over a week ago

Apply Payment Plans

How to apply a payment plan in MomentPath dynamic billing

Written by Caitlin Coffman
Updated over a week ago

Create Items

Need to charge for supplies or late fees?

Written by Caitlin Coffman
Updated over a week ago

Apply Item Charges

How to apply one-off or as-needed Item Charges in MomentPath Dynamic Billing.

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

Dynamic Billing Reports

How to view your invoice, payment, and transaction information in MomentPath.

Written by Caitlin Coffman
Updated over a week ago

Year End Payment Summary

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