Add a subsidy program to the dashboard
From the Admin Dashboard, click on the Billing tab on the left hand side. Click "Subsidy" to open the subsidies dashboard.
In the top right corner, click the blue "Add subsidy" button. The Create subsidy window will appear. Enter the name, agency ID, and a description of the subsidy program. Click "Save" once completed.
Record a subsidy payment
When a subsidy payment is received from a specific agency, navigate to the Subsidy dashboard and click on the subsidy. In the top right corner, click "Add deposit".
When expecting a subsidy payment
1. Enter the date and total expected in the top section
2. Fill in the expected amount for each student
3. Press finish in the top right to save your progress. When the payment arrives, proceed to the next step
When you receive the subsidy payment
Enter total received in the top section
Fill in the received amount for each student
For each student where the received amount was less than the expected amount, you have 2 options:
Waive: This will waive the adjustment amount and the guardians will not see any change in their balance.
Charge: This will charge the primary guardian adjustment amount and add the amount to their balance.
4. Press finish in the top right to save. Once you save with received amounts entered, the parents will see any charged adjustments on their balance.