Once you've added a subsidy agency's contact information, added them as a payer, and set up a billing plan with charges assigned to that subsidy agency- you're ready to start logging subsidy payments as you receive them from the agency.
Subsidy payments can be logged from an individual student's billing account or the agency's profile page.
Track Subsidy Payments
There are three options to log and track subsidy payments depending on your program's needs. Billing plans are recommended if you are receiving consistent, regular subsidy payments. One-time charges are helpful if you're logging agency payments that do not occur on a consistent, regular basis. And logging subsidy payments without a billing plan or invoice is also an option if you need to record a payment quickly.
Learn how to Create Billing Plans to track subsidy payments and more.
Log a Payment
Agency payments can be logged on posted invoices associated with agency billing plans or one-time charges already added. In addition to this, logging a payment without a bill plan/invoice is an option if you want to record an agency payment quickly; you can always go back and create an invoice after the fact! Learn more by reviewing the steps below.
Log a Payment on an Invoice
Log a Payment on an Invoice
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Subsidies tab
Locate and click the agency to open its profile
Scroll down the Invoices section and locate the invoice to be paid
Click the Actions drop-down menu, and select Log a payment
In the Paid By dropdown, select the agency
In the Payment method dropdown, select how the agency paid
Input the Amount paid
Input the Date paid
Add an optional note
When ready, click Save & apply
💡You can also log a payment on a posted invoice for a subsidy agency from the student's billing account!
Log a Payment without a Billing Plan/Invoice
Log a Payment without a Billing Plan/Invoice
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Students tab
Locate and click to open the specific student
Click the Select an action menu and then Log a payment
In the Paid By dropdown, select the agency
In the Payment method dropdown, select how the agency paid
Input the Amount paid
Input the Date paid
Add an optional note
When ready, click Save & apply
View Agency Payments
From the Student's Billing Account
From the Student's Billing Account
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Students tab
Locate and click to open the specific student
Jump to the All transactions tab
Use the 'Payer type' filter to select Agency payers and view all invoices with a status of 'Paid' made by an agency.
From the Agency's Profile Page
From the Agency's Profile Page
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Subsidies tab
Locate and click the agency to open its profile
Scroll down and click to open the Payments tab to view all payments made by that agency across any student the agency is attached to
Handling Underpayments
Admins can choose how to resolve an unpaid or partially paid agency invoice by waiving the balance or billing the remaining balance to the private payers for the student.
Waive Balance
Waive Balance
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Subsidies tab
Locate and click the agency to open its profile
Scroll down to the Invoices section
Locate the specific invoice by scrolling or using the available filters
Click the Actions drop-down menu
Select Waive balance
💡This will close the invoice with a $0 balance.Leave the Reason as 'Uncollectible' or clear out this option and start typing to create a new reason
Add any applicable Notes
Click Yes, waive
Bill Another Payer
Bill Another Payer
Log in as an administrator on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Subsidies tab
Locate and click the agency to open its profile
Scroll down to the Invoices section
Locate the specific invoice by scrolling or using the available filters
Click the Actions drop-down menu
Select Bill another payer
Leave the Reason as 'Uncollectible' or clear out this option and start typing to create a new reason
Add any applicable Notes
Set the new Invoice due date
Click Post new invoice