In MyKidReports, schools can set a future start date for billing by assigning a billing program with a specific start date. This allows schools to plan and automate the billing process in advance, ensuring that the charges will only begin from the selected date.
Benefits of Future Date Billing:
Schools can schedule fees for students enrolling in upcoming sessions.
Helps in better planning and managing cash flow.
Avoids immediate charges when enrollment starts at a later date.
This feature helps schools efficiently manage billing without needing manual intervention when the billing date arrives.
To set a future billing date 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: You will get another pop-up. Enter the desired 'Start Date' (future date) for when the billing should begin. Click on the 'Assign Program' button.
Step 7: You will get a confirmation pop-up. Click on the 'Assign' button.
To set a future billing date 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 'Assign 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 desired 'Start Date' (future date) for when the billing should begin. Click on the 'Assign Program' button.
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Step 8: You will get a confirmation pop-up. Click on the 'Assign' button.
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