Background

Schools whose subscriptions include student billing may use Twine to track student fees, payments, and balances, with notifications to parents of amounts due.

Video Overview

Recording Student Fees

Student fees may be assigned to multiple students at once, or individually.

Assigning fees to multiple students

1. From the navigation menu, select Student Billing > Mass Assign Fees:
2. In the student search window click Submit to get a list of all students, or use search parameters such as Grade Levels to narrow the list of students that will be displayed:
3. Provide details for the fee, including the Title (description), Amount, and Due Date. The Comment field is optional:
4. Select the students to be assigned the fee using the checkboxes next to the student names:
5. Click the Add Fee to Selected Students button to apply the fee:

Assigning fees to individual students

1. From the navigation menu, select Student Billing > Fees:
2. In the student search window click Submit to get a list of all students, or use search parameters such as Last Name, First Name, or Grade Levels to narrow the list of students that will be displayed.
3. From the results, click on an individual student name to see their Fee details:
4. Add a new fee by specifying the Fee (description), and Amount.  Due date and Comment fields are optional.  Click Save when finished:
5. Note that balance details are displayed at the bottom of the Fees detail page:

Recording Student Payments

Like fees, student payments may be assigned to multiple students at once, or individually.

Assigning payments to multiple students

1. From the navigation menu, select Student Billing > Mass Assign Payments:
2. In the student search window click Submit to get a list of all students, or use search parameters such as Grade Levels to narrow the list of students that will be displayed:
3. Provide details for the payment, including the Payment Amount and Date. Comments are optional:
4. Select the students to be assigned the payment using the checkboxes next to the student names:
5. Click the Add Payment to Selected Students button to apply the payment:

Assigning payments to individual students

1. From the navigation menu, select Student Billing > Payments:
2. In the student search window click Submit to get a list of all students, or use search parameters such as Last Name, First Name, or Grade Levels to narrow the list of students that will be displayed:
3. From the results, click on an individual student name to see their Payment details:
4. Add a new payment by specifying the Amount and Date.  Comments are optional.  Click Save when finished:
5. Note that balance details are displayed at the bottom of the Payments detail page:

Printing Statements

1. From the navigation menu, select Student Billing > Print Statements:
2. In the student search window click Submit to get a list of all students, or use search parameters such as Grade Levels to narrow the list of students whose statements will be produced:
3. Statements will open in a new browser tab, formatted to fit a printed page. Use your browser's print menu to print the statements:

   Student Balances

   1. From the navigation menu, select Student Billing > Student Balances:
   2. In the student search window click Submit to get a list of all students, or use search parameters such as Grade Levels to narrow the list of students whose balances will be displayed:
   3. You can also click on the export (download) button to download a .CSV file of your results.