Step 1: Tasks Overview

• Upon accessing the admission wizard, you'll find four specific tasks:
  • Register a student
  • Register a family and link it with the student
  • Prepare the regular invoice for the family
  • Prepare recurring invoices for the family
    

Step 2: Registering a Student

• Fill in all required information marked with red dots.
• Toggle and activate the student portal.
• Add an email for the creation of a student user, which will serve as the login for the student portal.
  

Step 3: Registering a Parent

• Fill in all mandatory information marked with red stars.
• Optionally, select a picture, add an additional emergency phone, and enter a mailing address.
• Link the parent to the student's information.
• Enter an email and click "Generate Password" to create an automatic password for the parent portal access or customize the password according to your choice

Step 4: Prepare a Regular Invoice

• The initial part of the invoice will be automatically populated based on the data entered in previous steps.
• Add payment terms according to the institution's stipulations.
• Specify dates, student information, items to pay, taxes (if applicable), and any discounts.
  

Step 5: Prepare Recurring Invoice

• The system will populate certain information automatically.
• Verify the correctness of this information, including family and student details.
• Specify the start and end dates for the invoice period.
• Indicate the frequency at which the system should generate new invoices.
• Payment terms will be automatically established based on institution policies, generating due dates and statuses accordingly.
• Set the currency according to conditions and payment days.
  

Video Tutorial