Starting Balances

Goal: often, newly created/imported students have a balance or credit from the previous year. Here's how to set their starting balance.

Navigate to the Program Settings page, scroll down to Onboarding, where you'll discover two features related to Starting Balances:

1. Add Custom Costs: For students with outstanding balances from the prior year, input a cost and label it as "rolling balance from last year."
   1. See the "Adding Custom Cost" video below for more details.
2. Add Bulk Payments If a student has a credit carried over from the previous year, select the "Add Bulk Payments" button on the Financials page to reflect this credit.
   1. Find the student who you're adding the credit to, fill in the MEMO, AMOUNT, and TYPE. For type, program credit is usually the most applicable.
   2. Once completed with all the students, press the "Add Payments" button at the bottom of the screen.