Billing Matrix
The billing in Genius Class is a combination of the charge type set at the course or section level and the billing group assigned at the student or affiliation level. We will have a chart at the end of this document to illustrate the billing matrix.
Important Genius Logic: Charge Type
Genius will check for a charge type at the section level (First), if there is a charge type set at the section level Genius will use it. If there is not a charge type set at the section level, Genius will use the charge type at the (Course) level.
Important Genius Logic: Billing Group
Genius will check for a billing group at the student level (First), if there is a billing group set at the student level Genius will use it. If there is not a billing group set at the student level, Genius will use the billing group at the (Affiliation) level.
We will begin by creating a “Billing Group Type”. In the upper right corner, hover or click on the Administration Tab and click “Lists” under System Setup. On the next page select “Billing Group Type” as list you would like to manage
Click “Add new entry.”
Enter your billing group name and set the status to “Active”. Then click “Save”
Below are examples of “Billing Groups”
Now you are ready to create a “Charge Type”. Click the dropdown list and choose “Charge Type.”
Click “Add new entry.”
Enter your charge type name and set the status to “Active”. Then click “Save”.
Below are examples of “Charge Types”.
Now you are ready to setup the relationships between the billing groups and the charge types by creating a “Billing Item”. This is when you will also assign a cost to the new “Billing Items” based on the combination of the (Billing Group and Charge Type).
In the upper right corner, hover or click on the Administration Tab and click “Bill Items” under Finance.
Click “Add new bill item”.
This is where you will assign the combination and the price that represents the charge.
Here are some examples of different “Billing Items” based on various combinations such as:
Part-Time and Full Time with a regular Algebra 1 course receiving one price.
Part-Time and Full-Time with an AP Algebra 1 course receiving another price.
If you need to edit a Billing Item, click on the pencil Icon next to the item and make the adjustment.
Important: Before making any change, keep in mind this has a wide-ranging impact.
Additional examples will show you how to set the “Charge Type” at the course and section levels.
Important: See Genius Logic at the top of this document to determine where to assign the billing group.
Next, click on the Courses Tab and choose your course.
Click Edit Information in the left navigation menu.
Choose your charge type from the dropdown list.
Setting the Charge Type at the Section Level
Click on the Sections Tab and choose your section.
Click Edit Information in the left navigation menu.
Choose your charge type from the dropdown list.
Setting the Billing Group at the Student Level
Additional examples will show you how to set the billing group at the Student and Affiliation levels.
Important: See Genius Logic at the top of this document to determine where to assign the billing group.
Search for the student in the upper right of your screen.
Click Edit Information in the left navigation menu.
Choose your Billing Group from the dropdown list.
Setting the Billing Group at the Affiliation Level
Click on the Affiliations Tab and choose your affiliation.
Click Edit Information in the left navigation menu.
Choose your billing group from the dropdown list.
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