Setting Up Corresponding Schedules & Billing Boxes for Specific Date Ranges Go into the Family Database, Click on the Account Key and Last name on the left side of your screen of the family you wish to go to.
Click on the child you wish to update.
Click on the Child’s Schedule icon (5th icon from the left). This screen will appear.
The current schedule should reflect the child’s current billing schedule in the Billing Box. To create a new schedule for a new billing cycle, click on New.
On this screen either import a schedule you’ve already defined by using the pull down list or input the child’s new schedule and classroom. Set the date range of when this schedule goes into affect. Then exit the Schedule Screen.
To set up a new billing box to correspond with these dates, go into the Money Bag or Billing Box icon for that child. Be sure that it is the correct child’s billing box by confirming the name at the top of the billing box screen. Click on the new schedule with the proper date range at the left top display box in the billing box. This gives you a new blank billing box to set up for that date range with new rates. The system will automatically pick this billing up on the date you projected.
Apply the payers, cycles and rates that apply to this new billing.