Finance Manager
Balances, invoices, payment plans, payments and cafeteria accounts, for the whole school office.
See what every family owes, collect it with less chasing, and let payment plans run on their own.
Totals show what is owed, what is overdue, what autopay will collect, and which payment plans need a look.
Pick a template, choose what to include, and preview each family’s email before it goes. Each family sees only its own charges.
Tuition splits into scheduled payments from the card or bank account on file. Needs Attention gathers the plans that need a person.
Pay several invoices at once with a saved card, a bank account or a check, and the receipt is ready the moment it’s done.
Let us handle tuition collection for you.
Fair, consistent awards, with less paperwork.
From billing and reminders to payments and reconciling, Finance Manager gives the school office what it needs, in one place.
Click a family for its balance, payment plan, contacts and cards on file, with reminders and statements one click away.
Email or text families using saved templates, and print or email statements of account as a PDF.
Invoice one family, or a whole grade, class or list of students, and each family gets its own invoice.
Pay several invoices at once, or select everything overdue in one click, by card, bank account or check.
Everything the school office needs to manage tuition and fees with confidence.
Totals for outstanding, overdue, autopay and plans that need attention. Click a total to list just those families.
Scheduled payments from the card or bank account on file, with other fees collected alongside.
Email and text reminders from saved templates, and statements of account printed or emailed as a PDF.
Search every invoice and charge. Refunds, reversals and credits in the same place.
A saved card or bank account, a new one, or a check, with a receipt to print or email straight away.
What each tuition and fee item has charged, collected and still has due. Export any list to a spreadsheet.
Every student’s lunch balance, low and negative balances easy to find, and accounts that top themselves up.
Every deposit batch with its returns and fees. Help Me Reconcile matches the bank statement to your deposits.
Reminders
Pick a saved template, choose what to include, and preview each family’s email before it goes.
Automatic payments
Tuition splits into scheduled payments taken from the card or bank account on file, and other fees can ride along. Every payment, past and upcoming, is in one place.
By Item
Every tuition and fee item: charged, paid, scholarships, still on payment plans, due now and total unpaid.
Cafeteria
Every student’s lunch balance in one list, with low and negative balances easy to find.
Deposits & Help Me Reconcile
Deposits lists every batch your payment processor deposits, with its returns and fees, by the month you reconcile. Help Me Reconcile reads the bank statement and matches each line to its deposit.
Different roles. One view of every family’s balance.
Finance Manager is part of Digital Academy, so fees from across the school land in one family balance.
See how Digital Academy puts every family’s balance in one place, with the tools to collect it.
