{"id":6592,"date":"2021-06-11T08:27:00","date_gmt":"2021-06-11T15:27:00","guid":{"rendered":"https:\/\/blog.quickschools.com\/?p=6592"},"modified":"2023-06-16T02:56:39","modified_gmt":"2023-06-16T09:56:39","slug":"student-billing-vs-family-billing","status":"publish","type":"post","link":"https:\/\/blog.quickschools.com\/student-billing-vs-family-billing\/","title":{"rendered":"Student Billing vs. Family Billing"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n<p class=\"wp-block-paragraph\">With our upcoming QuickSchools <a href=\"https:\/\/blog.quickschools.com\/2020\/10\/03\/webinar-series\/\">Webinar<\/a> on <a href=\"https:\/\/blog.quickschools.com\/2020\/09\/04\/fee-tracking-features\/\">Fee Tracking<\/a> and <a href=\"https:\/\/blog.quickschools.com\/2018\/07\/16\/online-payments\/\">Online Payments<\/a>, we thought we\u2019d highlight one of the key concepts, namely <a href=\"https:\/\/blog.quickschools.com\/2012\/11\/06\/online-payments-and-family-billing\/\">Family Billing<\/a>, and how it differs from the default Student Billing in <a href=\"http:\/\/www.quickschools.com\">QuickSchools<\/a>.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/BONxSH7rpUavaoDpDaiJVEsAt2_sb-uJeqiwAuEsSzeQ7hyyCiebPcPgYnwKYLLgpFS_pqLXxBOfitcgNr3D748zsaSGb7jYK0TmJVfdtni9qSvs7zG1iIziSUQnwQsTUAgZj-_M\" alt=\"student billing module in quickschools\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Student Billing<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By default, all billing is by student. No additional setup is required. Once a student record is created in your QuickSchools, you can immediately start creating Fee Tracking transactions for that student. Transactions will appear under the \u201cBills\u201d tab of the student record:<\/p>\n\n\n\n<!--more-->\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/fBcAdV9k5i0V4pinQhUCoiOZpRC1rhR8_bLh-dF550KQRULyQaTlrUUQ2N7Z4eDn1r3aq-lKrssBJn7lE_z8qLuQyX6UhLJvSnDhgHy6TX3fE5z-jjO1IwOH3iWglYO6ET0eMZ4r\" alt=\"how to set up student billing in quickschools\"\/><figcaption class=\"wp-element-caption\">Student &#8220;Bills&#8221; tab<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">If you have Online Payments turned on, parents will see each student listed separately, and parents can pay for each student separately:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/3uPPHCEpURO0kOPHsiPXbum-o9r_gkbDaJs6qY4o94Zw-yydg4ljPZ7bHXgqS8Y2HU3t8bfTCj2H1xQywSF7nd8p5Xqf6el4f2uOwFR-dkP_SPAm_phfTBGjPu1gHVWkLQSzIBsy\" alt=\"online payments with quickschools\"\/><figcaption class=\"wp-element-caption\">Parents can view and pay fees for multiple students (via Student Billing) in the Parent Portal<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Clicking on a student will bring up payment options for that student. This is the same screen students would see when access this feature from the Student Portal:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/EUJ_0uy-rKn3obWdhBtphnd2J_IJaXEDTsZlO9bRIE-UMMJG8NvSfoVrmM9Z-Ci-yZp4Ik-TNtoceFwOzlxYH6m7ChGvEohdxm3wq2L9tZRWL_xZ5fpux1Zjv1Z-mqLKMbOsEPTN\" alt=\"example of student billing with quickschools\"\/><figcaption class=\"wp-element-caption\">Student Billing in QuickSchools shows transactions by student<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>Family Billing<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The primary goal of Family Billing is to control which parent can pay fees for any particular student, and allow that parent to more easily review and pay fees online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can turn on the Family Billing feature from the <a href=\"https:\/\/blog.quickschools.com\/2021\/02\/23\/edit-overall-settings-for-administrators\/\">Settings page<\/a>:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/-H7yuk4uGdJwqyS2J9I_mRBXk-ceIacgMizzTFvbeoB8nWnCiLZ6tHuC6JWm3d-8YVl2mOSM3BV1WMdRimVXxOsN5pWtJritoZgJeFGxTIkeSGcWfAkdFGoqVCn17j9nvzK3mLGQ\" alt=\"school fees tracking with quickschools\"\/><figcaption class=\"wp-element-caption\">Enable &#8220;Family Billing&#8221; from the QuickSchools Settings screen<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Once Family Billing is enabled, there is an additional step required before you can use this feature completely. And that is to assign at least ONE Primary Payer for each student. You can set this from the student record:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/zg1wpJTEAnvueUU68UE6fmTXlv6XD-5JU2uOA83vj2tjO9VQAZ3M88B8qnYx8eGXRAUHQ67pHfzyudwW0VBHY5YcsHm-bIbOoeWcKiEBsndEXMQTZ5ITSJjBS4d0vKXfjVkyo5yX\" alt=\"how to set up family billing in quickschools\"\/><figcaption class=\"wp-element-caption\">Assign Primary Payer to Students when Family Billing is enabled<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Primary Payers are assigned on a per student basis, not by family. This means that students within the same family can have different Primary Payers. So for example, the father in a family can be the primary payer for one sibling in the family, while the mother can be the primary payer for other siblings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once a primary payer has been assigned at least ONE student, they will then appear in the Family Billing screen (under the main Fee Tracking module). Any students that do not have any assigned Primary Payers are mentioned at the top of the screen:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/CgBt7CwG4yE_SG_0ZvyxVolJAZsMc3oDmMY9quPziE38oasEN6v0vnNCu3WMlalep8l4cypoSMEEnTFJKSduRJtlyIQJFyVj2YASmM2faGppi-evnjEyNhxmNgPDCko54Duew9LG\" alt=\"fee Tracking module shows Primary Payers when Family Billing is enabled\"\/><figcaption class=\"wp-element-caption\">Fee Tracking module shows Primary Payers when Family Billing is enabled<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">So instead of selecting a student from the list, you would click on a Primary Payer. Clicking on the Primary Payer will bring up the Fee tracking records for all students linked to that Primary Payer:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/_6dm0QY-hbjYFyYyS1RRbm4wMbUgM6lkiBOH3pe7OQpK8MYWKptza-wuWHyl2F7cI87m8dnMH8TPVqrCCRuuzzIz5htX7dbr3Ja1b76ZzmEbFp-F8uohOtUQdN7oZYMQnIU7s9Uo\" alt=\"Transactions are organized by Primary Payer in Family Billing\"\/><figcaption class=\"wp-element-caption\">Transactions are organized by Primary Payer in Family Billing<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Most of the functions here are very similar to Student Billing. You can still add charges, payments and invoices. However, when adding a transaction, you will need to specify which student it\u2019s for, especially if the Primary Payer is linked to multiple students:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/CDnZMOYZV_bdYBCWEuZvpKcHVfpHmnR9CqAwCT7rGfyQCWPtIf2fg-GCqda_ElvB_dg9lKNW_nYTZa4OphZ4DAznZ90ksQqgTEMh0j5d4yKqcEsumEtw3vCCkKjiXflm_oYNeWfH\" alt=\"With Family Billing, transactions are still linked to individual Students\"\/><figcaption class=\"wp-element-caption\">With Family Billing, transactions are still linked to individual Students<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Finally, if you have Online Payments enabled, parents will no longer see a list of students. Instead, they\u2019ll see all transactions linked to their students. And then can make payments for both students under the same transaction:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/32X9eCHJiUjW2LcfWktYoa9kbPInYkbbZ6ZQL4GiS3U1FMWFURfPDjolshu2HA-zxvi1MnOrUNeIC1KEGM3sJlPADPRL0VYk1c3DnXKSoNnL4Yz6rz3gouAJiG_Mu1yyWo_MD5fc\" alt=\"Primary Payer can make a single payment for multiple students with Family Billing\"\/><figcaption class=\"wp-element-caption\">Primary Payer can make a single payment for multiple students with Family Billing<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">If making payments in amounts other than the current balance, the primary payer will need to specify the amount to be paid for each student:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/NogA4U34qaT_TMFo-RarJPK6rt0SlniorWiKj2v7Sr4Lx47aOgJdBpj4Foba1iLWIoKNfZj0M5_AusddhR0kOp7UivTxHBXeLcK-9aZKEKNvYBWcNlvkegSg6F7mht2ruR9DUV5H\" alt=\"When making payments, Primary Payer can specify amounts for each student\"\/><figcaption class=\"wp-element-caption\">When making payments, Primary Payer can specify amounts for each student<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>Billing Comparison<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">So here\u2019s a rough comparison between the 2 modes:<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table class=\"has-black-color has-text-color\"><tbody><tr><td><\/td><td><strong>Student Billing<\/strong><\/td><td><strong>Family Billing<\/strong><\/td><\/tr><tr><td>Turning it On<\/td><td>Enabled by Default<\/td><td>Turn on via Settings<\/td><\/tr><tr><td>Additional Set-Up<\/td><td>None<\/td><td>Must set Primary Payer for each student<\/td><\/tr><tr><td>Fee Tracking Listing<\/td><td>Shows All Students<\/td><td>Shows Primary Payers linked to students<\/td><\/tr><tr><td>Who can pay fees<\/td><td>Student and any linked parent with portal access<\/td><td>ONLY the Primary Payer<\/td><\/tr><tr><td>Extra Steps when making payments<\/td><td>None<\/td><td>Need to specify student before making payment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At the end of the day, fees are still tracked on a per student basis. Even with Family Billing enabled, transactions are still linked to students. However, with Family Billing enabled, you can control which parents can pay fees for any particular student, by assigning a Primary Payer.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With our upcoming QuickSchools Webinar on Fee Tracking and Online Payments, we thought we\u2019d highlight one of the key concepts, namely Family Billing, and how it differs from the default Student Billing in QuickSchools.&nbsp; Student Billing By default, all billing is by student. No additional setup is required. Once a student record is created in [&hellip;]<\/p>\n","protected":false},"author":5617131,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"A comparison of Student Billing vs Family Billing in the Fee Tracking and Online Payments module in QuickSchools.","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[28883],"tags":[],"class_list":["post-6592","post","type-post","status-publish","format-standard","hentry","category-tips-and-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Student Billing vs. Family Billing - QuickSchools Blog<\/title>\n<meta name=\"description\" content=\"A comparison of Student Billing vs Family Billing in the Fee Tracking and Online Payments module in QuickSchools.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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