Billing

Send invoices, receive payments, reconcile accounts

Caitlin Coffman avatar Madison Beadles avatar
23 articles in this collection
Written by Caitlin Coffman and Madison Beadles
Make it Work

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

Billing: How to apply payments to an invoice

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

Adding charges and creating a manual invoice

Learn how to create invoices for one time fees
Madison Beadles avatar
Written by Madison Beadles
Updated over a week ago

How to add a credit to an account in MomentPath

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