Manage School Settings

School Administrator and School Finance users manage fundamental settings, including enrollment options and invoice preferences, in School settings. Read Only users can view these settings.

To get started, select Settings, then Manage School Settings. Select Edit to update your school's settings and Save when finished.

Enrollment settings

Set the default enrollment session, manage enrollment codes, configure options for parents enrolling on the Tuition Management Enrollment website, and more.

Online enrollment status

  • Update enrollment setting: Determines how families are activated.

    • Automatic: Families are immediately activated.

    • Manual: Families are sent to the Pending Families folder until approved for enrollment.

  • Default online enrollment status: Specify the folder families are added to upon completing their enrollment:

    • Active: If a parent enrollment fee exists, the default online enrollment status must be Active.

    • Pending Families

    • Parent Registration

  • Default enrollment session: Select the enrollment year assigned to new applications by default. Only one session can be open at a time.

Enroll with Blackbaud settings

  • Allow parents to enroll using the enrollment site: Enable if your school should be visible to families when enrolling.

  • Disable new account creation: Enable if only payers with direct links or a prior year's login information should have access to the enrollment page.

  • Disable adding new students: Enable to prevent payers from adding additional students to their account when rolling over or following an enrollment link.

Note: We recommend reviewing your contracts or accessing the Tuition Management Enrollment website to confirm changes made to Parent enrollment options.

Payment methods

  • Payment method options: Payment methods allowed by your school.

    • Automatic: Payers can submit payment by debit or credit card, or by ACH draft from a checking or savings account.

    • Invoice: Payers can submit checks by mail for payment.

Payment days

  • Automatic Payment Days: Select the due dates available for automatic payment plans.

  • Mail-in Payment Days: Select the due dates available for mail-in payment plans.

Payment plans

Payment plans available to enrolling families are displayed with the number of months in each plan and enabled payment methods. Select Edit to view additional payment plans and plan details, including payment days for each payment method.

To enable a payment plan:

  1. Select Edit.

  2. Locate the plan you want to enable.

  3. Under View, select Show.

  4. Under Automatic Payments and Mail-in Payments, select Allow for the payment methods accepted for the plan.

  5. For each enabled payment method, select Payment days available as due dates for that method.

  6. Select Save.

Custom messages

  • Custom message on confirmation page: Add a custom message to display on the payment confirmation page.

Additional agreement text

  • Additional agreement text: Add custom text to display in addition to Blackbaud Tuition Management's terms and conditions that families must agree to when enrolling on the Tuition Management Enrollment website,

Enrollment codes, or coupon codes, reduce the amount of enrollment fees. Each code is listed with the reduced amount for all applicable fees.

Note: You must have at least one active enrollment fee greater than $0 before configuring enrollment codes.

Note: Enrollment codes must be deleted and added again each year.

  1. Select New enrollment code.

  2. Enter the Enrollment code.

  3. Enter the reduced Amount for the applicable fees when the code is applied.

  4. Select Save.

  1. Select the context menu next to the code, then select Edit.

  2. Make the appropriate changes.

  3. Select Save.

  1. Select the context menu next to the code, then select Delete.

  2. Select Delete again to confirm the deletion.

Invoice settings

Determine how billing details are displayed on invoices, when invoices are sent, and manage custom invoice messages.

Invoices

  • Invoice type

    • Standard invoice: Totals all billing items without listing the student for each item.

    • Student invoice: Billing is broken down so families can see what is charged for each student.

    Note: Changing the Invoice type after invoices have been sent for the current month will send invoices again in the new format.

  • Enable auto debit invoice: Enable to send detailed invoices to ACH families. When disabled, families receive an ACH reminder email with their amount due.

Delivery schedule

  • Deliver welcome email: Select when families receive their welcome letter containing their payment plan and billing.

    • Upon account activation

    • Number of days prior to due date: Enter the number of days prior to the due date.

    • Specific Date: Enter the specific date.

  • Deliver invoices: Specify when families receive their invoices, between 5-25 days before payment is due.

Invoice messages are displayed on all invoices for the month specified.

Note: Only one message may be active for a given month.

  1. Select New messages.

  2. Optional: Select Active to activate the message.

  3. Enter the Message text.

  4. Under Months, select at least one month to include the message on invoices.

  5. Select Save.

    Note: An instance of the message is created for each month selected.

  1. Select the context menu next to the message, then select Edit.

  2. Make the appropriate changes.

  3. Select Save.

Select the context menu next to the message, then select Delete.