How do I Select students to billing plans?

Selecting billing plans to children in MyKidReports streamlines the billing process. After creating a billing plan, simply assign it to individual students based on their enrollment or service needs. This ensures that families are billed on the correct schedule—whether weekly, bi-weekly, or monthly. Once assigned, the system automatically calculates and generates invoices, helping you stay organized and saving time by eliminating the need for manual invoicing.

Step 1: Log in to your account.

Step 2: Go to 'Billing' > Click on the 'Dashboard' tab.

Step 3: Click on the 'billing plans' in the 'Billing' tab.

​Step 4: Select the billing plan you would like to choose.

Step 5: You will get a pop-up. Select Student to Assign billing program and click on the 'Continue' button.

Step 6: Enter the Start Date and End Date (Optional) then click on the 'Assign Program'

Step 7: You will get a confirmation pop-up. Click on the 'Assign' button.

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Step 1: Log in to your account.

Step 2: Click on the

icon.

Step 3: Go to 'Billing' > Click on the 'Dashboard' tab.

Step 4: Click on the 'billing plans' in the 'At Billing Menu' tab.

Step 5: Click on the 'Assign'.

Step 6: Select children to Assign billing program and click on the 'Continue' button.

Step 7: Enter the Start Date and End Date (Optional) then click on the 'Assign Program'

Step 8: You will get a confirmation pop-up. Click on the 'Assign' button.