Post tuition to families by Membership Type

Objective


Segment families for specific billing frequencies using Membership Type.
 

Solution


To isolate a group for billing, assign those families a common Membership Type.

  1. Create a Membership Type drop-down list value
  2. Assign a Membership Type to a Family record

To post tuition fees to only that group of families, use the Membership Type drop-down (Family Criteria section) to select that specific group in the Post Tuition Fees function (Transactions > Post Tuition Fees).

⚙️Note: User Permissions may limit access to this feature or functionality.

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