Select the “Students” tab from the home dashboard.
Next, select the student from the listing.
This will open the students profile. Here, you will need to select the “Billing” tab.
If a contract has not been created follow the steps of the FAQ “How to prepare contracts”. Once a contract has been created it will appear under the Billing tab under the Contract Listing. Click on the Contract name to manage the contract.
Once the contract is ready for the Student/Guardian to sign, click the drop down next to the Save option. The drop down will display 4 options.
Clicking “Save” or “Save and Close” will save the contract.
We have also added the different Save options as buttons at the top of the Contract Record page. The buttons are active once contract is initially saved.
“Save and Send PDF to Student” or “Send PDF” sends only a PDF copy of the contract details. It does not send for signature.
“Save and Open Signature View” or “Open and Sign” – This will allow you to begin the completion in your browser. This is great for when you have the person in front of you to sign.
“Save and Send Signature Request as Link” or “Send & Sign” – This will send a copy of the contract to the customer’s email address on file and allow them to fill in or choose current payment info on file and sign the contract. Once they sign, both they and you will receive a copy of this contract, and a copy will be saved in their Student Record under Billing>Contract.
This is a generic view of how it will be seen by your student once they open the contract:
Clicking the Continue option at the bottom will display all the details of the contract.
Here, the customer will be able to select there preferred payment option. The customer can select an option already on file. The customer will also have the option to set up a new payment method. The method choices are Checking, Savings or credit Card. The example below shows a new account creation. Once a payment method has been selected click “Continue” to complete the payment set up.
Next, you will need to electronically sign to complete the contract and any initial transactions. Click “Submit Contract” to complete the process.
