Batch Billing Box – Formulas

Add a Formula Billing line to the billing box of many children at once. This is useful when first setting up child billing boxes or any time you want to add a new billing item to many children. For example, you can select all currently enrolled children and add a formula to charge a Late Pick Up fee to each of their billing boxes at once.

You may watch the video below, or read the article. The content is the same.

Before You Begin

Use the Filter to display only the children you wish to include when adding the new formula billing item. Later you may select individual children within this group.

Getting There

From the main screen of Family Data & Accounting go to Functions > Family Accounting > Batch Billing Box > Batch Formula Billing.

Adding Formula Billing lines

At the Batch Formula Billing screen:

1. Select the Formula Name and Description that would apply to the selected children.
2. Add a Comment, if the same comment will be used for the billing boxes of all children.
3. Click Apply to All to insert the selections for all children. This will save time if many children will have the same formula name and charge description.
4. Place a checkmark next to the children who are to get the new line added to their billing box.
   Hint: Click the check box at the top of the column to select all, then uncheck any you don’t want included.
5. Click Save > Exit.

Related Topics

• Set up Contract Cycles for a Batch of children at once.
• Set up the Child Billing Box for one child at a time
• Charge fees using Automated Formula Billing