Financial: Billing, Accounting, and Donations
Daily tasks and reporting
Getting started
- Introduction to Populi Financial
- Step one: set up your Chart of Accounts
- Step two: set up your tuition schedules
- Step three: set up refund policies
- Step four: set up your fees
- Step five: set up meal and room plans
Setup tasks
Financial basics
Donations
FAQs
- How do I issue a refund?
- How do I set up recurring payments and/or donations?
- How do I invoice charges?
- Using the Data Slicer to handle student billing tasks
- How do I charge auditors?
- How do I get a tuition schedule to automatically apply to a new student?