Mass Billing

Report Features

The Mass Billing report reports in real-time. Review the information in the included columns:

• Account Name - Click the Account Name to go to the Family Details page.
• Payer Name - Click the Payer's name to go to their Details tab.
• Online Payment Status - A Ready badge indicates the Payer has a payment method saved on file while a None badge indicates no payment method is saved to their account.
• Last Payment - Shows the amount of the last payment made by the Payer and a badge indicating the payment status such as Completed, Processing..., or Failure.
• Last Payment Date - Indicates the date and time of the last payment made on the Payer's account.
  
• Balance - Shows the current balance on the Payer's account.

Use the following features found on the Mass Billing report:

• Click the Filter iconto open a sliding filter panel on the right. Use this panel to filter the data to show only balances greater than $0 or accounts with a payment method on file.
• Click the X iconHas Payment Data: True on the Payments tab to show accounts without a payment type on file.
• Click the X iconBalance > 0: True on the Payments tab to show accounts with a $0 balance or credit on the account.
• Use the Column Menu iconto sort, filter, add, remove columns, or set the column position.
• Click the Refresh icon after making a payment to update the data shown.
• Click Export To Excel or Print the grid as needed.
  
  

Apply Payments to Families

To apply payments to one or multiple families who have a saved payment method on file, follow these steps:

1. Go to the Payments tab, then select the families using the checkboxes on the left, or click Select All to choose all accounts.
2. Click Make Payment.
   
   
   
3. Select if the payment is the Full Balance or a Custom Amount for the account(s).
   • If selecting a Custom Amount, enter in the amount.
4. Add a Description (optional) and click Next.
5. Confirm the payment information is correct and click Pay with Jackrabbit Pay.
6. Click the Refresh icon after making a payment to see the updated balance.

Add One-Time Fees to Families

Add a one-time fee to one or multiple families by doing the following:

1. Go to the Fees tab, then select the families using the checkboxes on the left, or click Select All to choose all accounts.
2. Click the Actions menu> Add One-Time Fee.
   
   
   
3. Select a Category from the drop-down menu or use the +New Fee Category button. Then, enter the One Time Fee Amount, add an optional Description and click Next.
4. Use the Invoice Now toggle to charge the one-time fee immediately, or select a Billing date to apply the fee on a specific date in the future.
5. Use the toggle to apply an optional discount to the one-time fee. Apply the following settings for the discount:
   • Choose the Category for the discount from the drop-down menu.
   • Select if the discount is a flat Amount or a Percentage of the overall fee, then set the discount amount.
   • Add an optional Description for the discount.
6. Click Next, then review the one-time fee before clicking Complete Fee.

Add Recurring Fees to Families

Add a recurring fee to one or multiple families by doing the following:

1. Go to the Fees tab, then select the families using the checkboxes on the left, or click Select All to choose all accounts.
2. Click the Actions menu> Add Recurring Fee.
   
   
   
3. Select a Category from the drop-down menu or use the +New Fee Category button. Then, enter the Recurring Fee Amount, add an optional Description, and click Next.
4. Select the Billing start date and use the toggle to select a Billing end date if you would like the fee to end on a specific date in the future, then click Next.
5. Use the toggle to apply an optional discount to the recurring fee. Apply the following settings for the discount:
   • Choose the Discount Type from the drop-down menu.
   • Choose the Category for the discount from the drop-down menu.
   • Select if the discount is a flat Amount or a Percentage of the overall fee, then set the discount amount.
   • Add an optional Description for the discount.
6. Click Next, then review the recurring fee before clicking Complete Fee.