How do I assign students to billing plans?

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 'Assign billing plans' in the 'At a Glance' 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 icon.

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

Step 4: Click on the 'Assign billing plans' in the 'At a Glance' 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.

How do I create a billing plan?

How do I enter a discount for a student?

How do I have somebody start billing at a future date?

How do I remove somebody from a billing plan?

Can I assign students to more than one billing plan?