Billing Box with Agencies
  • 19 Dec 2023
  • 1 Minute to read

Billing Box with Agencies


Article Summary

Set up the Billing Box by entering recurring fees for each subsidized child with the appropriate amount to be charged to the agency and family.

Before You Begin

You’ll need to Assign Agencies to each subsidized family before you set up the amounts to charge.

Agency Fees & Family Co-pays

Generally you’ll have two or more lines in the Billing Box for each child, one pointed to the Agency Ledger Card for the agency amount and another for the Ledger Card of the Primary Payer (parent) for the co-pay amount. Below are a few examples of how the Billing Box might be set up. See also: Handling Family Co-Pays

Example 1: Contract Billing
Agency pays a fixed monthly amount. Family has a weekly co-payment for this child.

LedgerCycleDescriptionCommentAmount
SMITH Agency, DHS ProgramMonthlyToddler TuitionAgency Share480.00
SMITH Primary, Jill SmithWeeklyToddler TuitionFamily Co-pay Fee20.00

Example 2: Contract Billing
Agency pays less than your standard weekly rate. Family pays the difference. To do this the family (Primary Payer) is charged the full amount and credited back for the agency share. After Automated Billing this family’s balance would be 35.00.

LedgerCycleDescriptionCommentAmount
SMITH Agency, DHS ProgramWeeklyToddler TuitionAgency Share100.00
SMITH Primary, Jill SmithWeeklyToddler TuitionStandard Rate135.00
SMITH Primary, Jill SmithWeeklyAgency Share CreditCredit to Family100.00

Note: Blue lines are charges, yellow lines are credits.

Example 3: Combine Contract & Formula Billing
Agency pays a daily rate based on the number of days a child attends. You’ll use a Contact Cycle for the family co-pay and Billing Formulas for the daily rate. The agency may allow a certain number of absent days with the family paying for any that exceed the agency allowance. The family may also pay for any late pickups.

Part A – Contract Cycles

LedgerCycleDescriptionCommentAmount
SMITH Primary, Jill SmithWeeklyToddler TuitionFamily Co-pay Fee20.00

Part B – Billing Formulas

LedgerFormula NameDescriptionComment
SMITH Agency, DHS ProgramAgency w/Monthly Absent DaysToddler TuitionAgency Amount
SMITH Primary, Jill SmithAgency Not Allowed Absent DaysAbsent Day FeeAbsent Days Charged to Parent
SMITH Primary, Jill SmithAfter Hours PickupLate Pickup FeeLate Pickup Charged to Parent

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