Before You Begin

Be sure to run Automated Contract Billing (or Formula Billing) so each family has a balance due. Then use Tuition Express to request payment for the current balance from each family (up to the maximum).

Process Recurring Payments

Your computer must be connected to the internet.

1. From the main screen of Family Data & Accounting go to Functions > Family Accounting > Process Tuition Express.

Note: If there are any new Online Payments they will be automatically posted to family Ledger Cards and closed in their own Deposit Report. You will see online payment batch information similar to the following:



2. Optional - The ACH Batch and Credit Card Batch descriptions will default to the items selected when you first Configured Tuition Express. You may make a one time change if needed.



3. Optional - Click the Client List button (lower left) to get a quick summary of each payer's Start Date, Max Amount and whether Batch Payments or Online Payments are allowed.



4. Click Next.
5. Select Accounts to Process:
   1. Select the families you wish to process for ACH payments (if any) and edit the amount if needed (amount may be lowered, not raised). Place a check in the column header to select all accounts or click just to the right of the check box to sort according to which families are selected and which are not.

   

   Hint: If no families are shown it may mean they have not yet been approved, no family has a balance due, or that today is BEFORE their Tuition Express Start Date.

   2. Optional - Check the Use Batch Comment box and enter a comment (like the dates of service) that will appear on parent email receipts. This feature is enabled when you first Configure Tuition Express.
   3. Click Next.
   4. Repeat the selection and batch comment process for persons paying by credit card (if any) and click Next again.

   

   Note: If you have only ACH payments or only credit cards you’ll have just one screen on which to select families with one batch comment.

6. Review and Submit Batch:
   1. Review the Batch Summary (top of screen). If changes are needed click the Back button.

   

   2. Choose a Requested Processing Date up to 14 days in the future. This feature is enabled when you first Configure Tuition Express.
   3. Click Submit.

   

   4. A message will appear on screen when the batches have been successfully transmitted. Click Exit.

   Note 1: At this point, payments have been posted to each account Ledger Card with the "Batch Confirmation Number" in the Comment box. ACH transactions (from checking & savings) will have a separate batch number from payments made by credit card.

   Note 2: The current balance for each Tuition Express family has also be updated at TuitionExpress.com.

Email Receipts

You’ll receive the following email receipts.

• Batch Received: An email confirming receipt of the batch will be sent to the email address(es) of record shortly after Tuition Express receives your transmission. Each batch must be received by 3:00 PM Pacific Time to begin processing the same day.
• Bank Deposit: Within 2 banking days a second email will be sent confirming the deposit(s) to your account and showing transaction fees that will be deducted from your account.

Family Receipts

Family Receipts are printed for Point of Sale payments, not recurring payments. Families set up for recurring payments may print their own receipts at TuitionExpress.com.




tags: process payments, process tuition express, collect ach payments, collect credit card payments, sync tuition express