In Playground, a debit is the charge that shows up on a student’s billing profile. Whether you’re billing for tuition, a one-time fee, or anything in between, creating a debit is how that amount gets added to the family’s account.
There are a few different ways to create a debit depending on where you’re working in the system. You can do it from the Billing Overview, the Transactions tab, the Statements tab, or directly from a student’s profile. All of these paths lead to the same result, a posted charge that appears on the family’s billing ledger and, if applicable, triggers payment reminders or autopay.
💡 Debits can only be created from the web platform. This feature is not available in the Playground app.
From the Billing Overview tab
Navigate to the Billing tab and then Overview.
Click the Create debits button in the top-right corner of the page.
Complete the Debit Setup
Select one or more students you’d like to charge.
Click Next: Add billing items.
Fill out the debit details:
Item name
Price
Optional: Add a description, discount, or accounting code
Optional: Select the checkbox to save the debit as a saved item for future use
Under This charge should be, select Paid all at once to create a one-time debit.
• A few additional options are listed in the dropdown for recurring billing plans. If the goal is to set up a recurring billing plan instead, click here
Select a post date and a Due date for the debit. Review the service dates that appear beneath the debit preview to confirm they reflect the correct billing period.
Click Add item.
Review the billing summary and click Add item to include additional debits if needed. Once all debits are added, click Next: Notify guardians button in the top-right corner.
Choose how to notify guardians. Select whether to send an app notification, email notification, or no notification at all. A statement preview will display how the debit appears to families on their statements.
Click Create debits in the top-right corner to finalize and post the debit.
From the statements tab
Navigate to the Billing tab and then Statements.
Click on the Billing actions dropdown and click Create debits.
From here, follow the same steps outlined above for creating debits. Click here to jump to those steps.
From the transactions tab
Navigate to the Billing tab and then Transactions.
Click on the Billing actions dropdown and click Create debits.
From here, follow the same steps outlined above for creating debits. Click here to jump to those steps.
From the Student's profile
Navigate to the student's profile and go to the Billing tab.
Click on the Billing actions dropdown and click Create debits.
Fill out the debit details:
• Item name
• Price
• Optional: Add a description, discount, or accounting code
• Optional: Select the checkbox to save the debit as a saved item for future use
Under This charge should be, select Paid all at once to create a one-time debit.
• A few additional options are listed in the dropdown for recurring billing plans. If the goal is to set up a recurring billing plan instead, click here
Select the Post date and Due date.
• A service date preview will appear below for review.
Click Add item
This page provides a summary of the billing items selected. To add additional debits, click Add item. Once all debits are added, click Next: Notify guardians button in the top-right corner.
Choose how to notify the primary guardians:
• Do not notify
• Send an app notification
• Send an email notification
A statement preview will display how the debit appears to families on their statements.
Click Create debits in the top-right corner to finalize and post the debit.