Configure Attendance Billing

When To Use This#

Use this to set how visits are automatically charged from attendance. Auto-charge is configured per service in each service's Auto-charge panel on the Services page. Settings → Attendance billing is separate: it only controls who receives the staff alert when an automatic charge needs review.

Before You Start#

• You need to be an owner or manager to access billing settings.
• Customer payments should be connected first. See

Set Up Customer Payments.

Steps#

Configure auto-charge (per service)#

1. Open the Services page and find the service you want to bill from attendance.
2. Open that service's Auto-charge panel.
3. Turn on Automatic charges, then set the trigger (when the charge is created)

and the pricing rule to match your business's process.

1. Save the auto-charge settings.

Choose who gets review alerts#

1. Open Settings → Attendance billing.
2. Choose who should be notified when an automatic attendance charge needs review.
3. Save the notification settings.

What Happens Next#

Charges generated from attendance appear in the billing review step so staff can confirm or correct them before a family is billed. See Review and Approve Fees and Deposits.

Troubleshooting#

• If charges look wrong, use the billing review step to correct or credit them before

billing.