Manage family billing groups

TABLE OF CONTENTS

• Introduction
• Find a student  
• Edit the family billing group  
• View a student record  
• View a community record  
• Move a student to an existing family billing group  
• Move a student to a new family billing group  

Introduction

In Zunia, you can define or add and remove the number of siblings within a family at your school when you manage debtor accounts in a student profile. It then automatically calculates the family size and position on a billing date. This means any sibling or family discounts are automatically applied during the bulk student billing process.   

In each student’s profile you can: 

• Edit a family billing group as families change or circumstances change for a student  
• View a student record 
• View a community record 
• Move a student to an existing family billing group when two existing families blend  
• Move a student to a new family billing group 

Find a student  

To find a student, go to Student profiles and then select Current students, Past students or Future students. 

Next, use the filters to help you find the student. 

Your search results display.  

Select the student from your search results.    

Edit the family billing group  

1. Scroll to Family billing group at the very bottom of the page and select Edit to edit a family billing group.  
2. You can edit the following:  

3. When you’re done, select Save. 

You've now edited a family billing group.  

Next, you can run student billing reports.   

View a student record  

1. In Family billing group, select the 3 dots icon for the student you want to view. 
2. Select View student record.  

The student record opens in another window on your internet browser.  

Next, you can run student billing reports.

View a community record  

1. In Family billing group, select the 3 dots icon for the student you want to view.  
2. Select View community record.  

The community record opens in another window on your internet browser. 

Next, you can run student billing reports.

Move a student to an existing family billing group  

1. In Family billing group, select the 3 dots icon for the student you want to move. 
2. Select Move to existing family billing group.  
3. In Move to existing family billing group, search the family billing group by student name or code. 
4. Your search results display. Select the student from your search results.  
5. Select Next. 
6. Select Move. 

You've now moved a student to an existing family billing group.  

Next, you can run student billing reports.

Move a student to a new family billing group  

1. In Family billing group, select the 3 dots icon for the student you want to move. 
2. Select Move to new family billing group.  
3. Select Move. 

You've now moved a student to a new family billing group.  

Next, you can run student billing reports.