New School Setup Wizard
Student Promotions
GUIDE FOR STUDENT PROMOTIONS Promoting students to higher grades is a system functionality typically executed at the end of each school year. Below are the steps to perform this task correctly. Step 1: Selecting the Grade to Promote Enter the ...
Create School Years
CREATE SCHOOL YEARS Step 1: Create a School Year From the Home Screen: Navigate to the Settings menu Add a School Year: Title: Enter the title for the school year Code: Assign a unique code for the school year Order: Specify the order of the school ...
Enabling AutoPay
ENABLE AUTOPAY Step 1: Accessing AutoPay Settings From the recurring invoices module, select the "Not Enrolled" option in the AutoPay section. Switch the option to "Enable." Step 2: Entering AutoPay Information Once enabled, a box will appear. Enter ...
Create Recurring Invoices
CREATE RECURRING INVOICES Step 1: Creating a New Recurring Invoice In the blue "New Family Recurring Invoices" button, we can create a new recurring invoice, following the steps we have already seen in previous sections. We enter all the required ...
Create Invoices
CREATE INVOICES Step 1. Overview of the Invoicing Functionality Dashboard Information: The dashboard displays a graph showing the amounts of paid, pending, partially paid, and refunded invoices. This information updates every time payments are ...
New School: Quick Setup Guide
Welcome to CollegeOne Suite! We're delighted to have you join us and eager to kick-start our journey in educational management together. To ease your transition onto our School Management platform, we've crafted a simple Quick Setup Guide to expedite ...