Pro Tier schools can include payments as part of Course Registration
Course Registration can include, as an option, payment deposits for courses OR full payment for courses. Enabling Registration Payments (on the Registration Payments tab of the Course Registration Settings) for a Course Registration will add a few extra financial pages to each registration - a Financial Agreement page and a payable invoice.
See also the article - Course Registration - Guardian Walkthrough
Enabling Registration Payments on the Course Registration Settings will allow the admin to set the information needed for these two pages - the admin will view and edit a table of offered courses and enter or edit the course tuition and deposit. NOTE: Fees are charged and set for courses, not for individual sections.
Enabling Registration Payments
- From Course Registration Settings (Settings page > Course Settings > Course Registration), select the Academic Term in the upper right
- You should have previously set up a Registration Process and the Offered Courses (see the articles - Course Registration Part 1 and Course Registration Part 2)
- Click the Registration Payments tab
- Click the desired Course Registration Process
- Click Enable Registration Payments
Registration Process Set up
Simply enter the data and Save Changes. There are some important notes below.
- Account Categories are required for each course (we recommend using Tuition)
- The Line Item Name is optional. By default the Line Item (on the invoice and Financial Agreement) will be "for <Course name>". Any text you add to Line Item Name will be appended to the Course name - "Summer School for <Course Name>"
No Line Item Name: 
"Summer School" Line Item Name: 
- Tuition and Deposit may have already been set in each Course's Settings (Courses Page) and the amounts will populate into the Registration Payments tab. These can be changed here in the Registration Payments tab and it won't affect the Course's Settings.
Financial Agreement Set up
By completing the above set up on the Course Registration, Registration Payments tab there is no additional set up required for the invoice or the Financial Agreement, but there are some options.
- In general, the Course Registration has created a new Financial Agreement Process in the corresponding Financial Year. You can edit this Financial Agreement Process in Financial Settings as you would any other Financial Agreement Process.
- Financial Agreements with Course Registration should be considered as one agreement per student. Any charges you add to the agreement beyond individual course tuition should be added to the Per Agreement section. If you add a Per User charge, it will put a charge on this agreement for every student in the family.
- The Course Fees can only be edited on the Registration Payments tab and not in the Financial Agreement Process.
- You can add discounts with filters to the Financial Agreement Process and they will be part of the Financial Agreement that the Guardian/Student signs during Registration. The discount will not be applies to the deposit (see example below).
The below example Financial Agreement was generated from a Course Registration. The student was registered for three courses (Tuition $100) and paid a deposit for each course ($10). Additionally, the school included a Base Tuition charge ($500) and an Admin Fee ($200). These last two charges were added by the admin to the Financial Agreement Process in the Finance section after it was auto-created by the Course Registration Process. The 50% discount is only applied to the Tuition category and so there's a $250 discount on the base tuition charge and a $135 discount on the per course tuition charges (excluding the deposit, the per course tuition charge is $90 x 3 courses or $270 total. $135 is 50% of that amount).
Related Documentation
Course Registration Part 1 - Creating/Editing the Registration Process
Course Registration Part 2 - Creating/Editing Offered Courses