Financial: Billing, Accounting, and Donations
Daily tasks and reporting
- How to work with financial period locks
- Managing recurring payments
- Using payment plans
- Using enrollment agreements
- Student Profiles: Financial > Dashboard
- Student Profiles: Financial > By Term
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
- How to set up recurring payments
- Setting up tuition schedules
- Setting up refund policies
- Setting up fees
- Room and Meal Plans
- How to set up Payment Plans
Financial basics
Donations
FAQs
- What happens with uncollectible invoices?
- Can I refund a donation?
- How do I issue a refund?
- How do I invoice charges?
- Using the Data Slicer to handle student billing tasks
- How do I charge auditors?