Billing

Send invoices, receive payments, reconcile accounts

Caitlin Coffman avatar Madison Carlson avatar
24 articles in this collection
Written by Caitlin Coffman and Madison Carlson
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!
Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago

Billing: Settings

Step one in setting up Billing in MomentPath
Caitlin Coffman avatar
Written by Caitlin Coffman
Updated over a week ago

Create Payment Plans

How to add payment plans for family billing.
Caitlin Coffman avatar
Written by Caitlin Coffman
Updated over a week ago

Apply Payment Plans

How to apply a payment plan in MomentPath dynamic billing
Caitlin Coffman avatar
Written by Caitlin Coffman
Updated over a week ago

Create Items

Need to charge for supplies or late fees?
Caitlin Coffman avatar
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.
Caitlin Coffman avatar
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
Madison Carlson avatar
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
Madison Carlson avatar
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
Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago

Billing: How to apply payments to an invoice

Learn more about recording payments in MomentPath
Madison Carlson avatar
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
Madison Carlson avatar
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
Madison Carlson avatar
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:
Madison Carlson avatar
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
Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago

How to add a credit to an account in MomentPath

Madison Carlson avatar
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
Madison Carlson avatar
Written by Madison Carlson
Updated over a week ago