Fee Tracking / Online Payments Webinar

Thanks to everyone who attended the QuickSchools webinar today on Fee Tracking and Online Payments. It was a rather long webinar at 45 minutes, but I think it was helpful to people:

Fee Tracking and Online Forms Webinar for QuickSchools

If you missed the webinar, or would like a copy of the recording, please fill in the survey, and let us know. Our team will send you a link to the recording once it’s available. However, if you’d like a copy of the presentation, we have that here for download:

Read More »

Roundup: What You Need to Know About QuickSchools’ Fee Tracking Module

The Fee Tracking module is one of our most popular modules, and we’ve written extensively about its many features. Over the years, there has been a substantial accumulation of knowledge on this module. This build-up, along with the upcoming Collecting and Managing Student Fees webinar, necessitated a Fee Tracking blog roundup.

In this post, we share the most relevant Fee Tracking articles that will add value to the QuickSchools community. The content presented below provides a basic overview of the module, and covers the most used and useful features. So without further ado, let’s take a look…  

Overview of Fee Tracking Features

Charging Fees

Collecting Payments

Communicating with Students and Parents (Email Templates)

And we simply can’t resist a stroll down memory lane with this very first blog post announcing the Fee Tracking module about a decade ago! 🎉🎊

We’d like to remind the QuickSchools community that our upcoming webinar – Collecting and Managing Student Fees – focuses on the Fee Tracking module. This webinar is scheduled for February 17, 2022 at 11 am PST / 2 pm EST.

This webinar is the perfect time for you to see a live demo and/or ask questions. Book a slot for yourself by logging on to your QuickSchools account and signing up from the Teachers’ Lounge page.

We look forward to seeing you!

Fee Tracking Features

QuickSchools has come a long way since our Early Days. So here’s an updated summary of what our Fee Tracking module can do:

The Basics

You can easily add charges and payments for each student. You can also generate invoices, which is simply a collection of charges:

We modelled our Fee Tracking module after Credit Card statements. You can designate a statement period (i.e. a start and end date), and the system will (1) calculate an opening balance, (2) calculate a closing / outstanding balance, and (3) display all transactions within the specified period. You can also print out invoices and receipts.

For the Power User

Be sure to turn on any additional features that you need from the “Settings” > “Turn Features On / Off” page:

Read More »

February 2022 Webinar: Collecting and Managing Student Fees

Thank you to everyone who attended our January webinar on Google Classroom Integration for Admins. We’re excited to see a healthy mix of new and returning attendees. We love to see the growth – it keeps us motivated to continuously improve our webinars!

As we resume our 2022 Webinar Series, we’ll be bringing you our webinar on Collecting and Managing Student Fees. This webinar will focus on our Fee Tracking module, which is one of our most popular modules. The Fee Tracking module provides an easy way for schools to charge tuition and fees, track payments, as well as manage invoices and receipts. In addition, schools are also able to streamline charges and payments for families.

QuickSchools’ Collecting and Managing Student Fees webinar was developed for school administrators. It is suitable for all levels of users. A few of the key discussion points include:

As per usual, this webinar is interactive. Post questions and answer polls during the 30-minute presentation session. Engage in more detailed discussion during the follow-up, 30-minute Q&A session.

The Collecting and Managing Student Fees webinar is scheduled for Thursday, February 17 at 11 AM (PST) / 2 PM (EST). Register by logging on to your QuickSchools account. The registration link is available on the Teachers’ Lounge page.

Note: Business vector of a webinar participant created by pikisuperstar – www.freepik.com

Reset Fee Tracking

With the new school year starting soon, you may have Fee Tracking balances carried forward from the previous year. And for some schools, you may want to reset the Fee Tracking balances for all your students/parents. To do this in QuickSchools, it’s simply a matter of exporting the existing balances for each student/family, and then re-importing the balance as a new transaction. When crafting the Excel file for import, you’ll need to set a date and description for each transaction. 

Here is an article that details the steps for resetting the Fee Tracking balances in your QuickSchools account:

https://support.quickschools.com/hc/en-us/articles/360031807792-How-to-Zero-Out-Outstanding-Balances-in-Fee-Tracking

For further assistance, please feel free to contact our support staff via email or chat.