Default Billing Hold on NEW Families

Modified on Thu, 02 Nov 2023 at 04:24 PM

This setting is found at:

Configuration -> System Setup -> System


Billing holds are generally only required if you offer Global Family Discounts where ALL students in a family receive a discount if they have over X number of students in the family and you are enrolling students these for the first time.



Default Billing Hold on NEW Families

ON / Enabled

When enabled (ticked), new families will be created with an Active Billing Hold in place. The billing hold needs to be removed after students are enrolled to enable invoices and attendances to generate.


To enable this function as a minimum you need to tick both the "Enable Billing Hold Functions" AND "Default Billing Hold on NEW Families". We also recommend that you enable (tick) "Allow Billing Hold for Existing Families" so that the "Apply Billing Calculation Hold" action is available.


With all 3 options enabled, new families have an ACTIVE billing hold in place as soon as they are created, and the "Apply Billing Calculation Hold" option is available.

 


OFF / Disabled

When this default option is disabled (not ticked), new families will not default to an active billing hold.



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