Monthly Payments
Question...exactly how should I post payments and what should I see and expect? I have e-billing set up as an internal trigger only. I expected June to show a balance due on June 2nd since my billing date is set to the first day of each month. If I manually post a payment the program automatically shows me a negative amount due. I expected to see a balance of $0.00. I have pulled over the monthly fee code from the services menu. This was done prior to attempting to post a payment. How does this work? Help! :?

The e-billing will not trigger anything in the program. If you add a routine invoicing to each student and set the appropriate option on the Options Screen, you will trigger a billing for each student automatically each month. The help topic of "Billing Options" under Various Screens -> Options Screen provides some details on how the billing works.

Payments and system billing...
Al, I have, under the options screen, selected automatic billing regardless of class attendance. I have also selected billing to occur on the 1st day of the month - fixed. I have pulled into the student records their respective payment plans. I expected to see a balance in red or something telling me that the account is past due or has not been paid. If I look at any record it shows a balance due of $0.00 even though we are 12 days into the month. Am I expecting to see something that the system does not provide? What should i see? Should I see a negative amount? If I post a payment now the system will show me a negative balance of ($89.00) for example. I reviewed all screens that you suggested but could not figure out how to make this work or how it should work. Thanks in advance for your help. Sorry to be a pest. If I need to call just let me know.

When you establish the routine invoicing for each student if a monthly billing cycle is selected the student will not be billed until the next month and the amount of billing will be based upon what you entered for the Last Billing Date to Use for Auto Billing in the student's routine invoicing. If you continue to have problems with this email or call me at 208-772-1703.