Assigning 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.
Assign Billing Plans on the Web
Step 1: Log in to your account.
Step 2: Go to 'Billing' > Click on the 'Dashboard' tab.
Step 3: Click on the 'Billing Plans' tab.
Step 4: Click on the 'Assign'.
Step 5: You will get a pop-up. Select children 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.
Assign Billing Plans on the App
Step 1: Log in to your account.
Step 2: Click on the
| Step 3: Go to 'Billing' > Click on the 'Dashboard' tab.
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icon.Step 4: Click on the 'Billing Plans'.
| Step 5: Click on the 'Assign'.
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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'
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Step 8: You will get a confirmation pop-up. Click on the 'Assign' button.
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