Put a family on a billing plan
Available on Run and Grow
Assign a billing plan to a family, preview their next 90 days of invoices, and pause, resume or end it when things change.
Once you've built a billing plan, you put a family on it and Clear Day starts generating their invoices. Before you commit, you see the next 90 days of invoices. Later you can pause, resume or end the plan when a family's situation changes. This is for directors and school admins.
Open a family's billing
On the web, open the family's record and choose Billing. The page is called Family billing. In the app, open the Billing tab, choose Family billing, and pick the family.
It lists every plan the family is on, with its status, start date and a preview. If they have none, it reads No billing plan assigned yet on the web and No active plan assignments in the app.
Assign a plan
- Choose Assign plan on the web, or Assign in the app.
- Under Billing plan, pick the plan. Archived plans don't appear.
- Set the Start date. In the app, type it as
YYYY-MM-DD. - If this family pays a different amount than the plan's base tuition, enter a Custom tuition in dollars. Leave it blank to use the plan's amount.
- Choose Assign (Assign plan & preview invoices in the app).
Clear Day saves it and shows the invoices it's about to generate. Each one has a billing period, a due date and an amount. On the web, every plan row keeps an Upcoming (90 days) section so you can recheck later.
A custom tuition applies to this family only. The plan itself doesn't change.
Pause, resume and end
| Status | What you can do |
|---|---|
| Active | Pause or End |
| Paused | Resume or End |
| Ended | Nothing |
Pause holds invoicing until you resume. End closes the plan for good and asks you to confirm ("End this plan?"). If you only need a break, use Pause. In the app, Edit changes the plan, start date or custom tuition on a plan that's already running.
Assigning, pausing and ending can ask you to Verify it's you, so a password prompt here isn't a bug.
What else is on this page
The same family page holds the rest of a family's money:
- Cash / check payments: see Record a cash or check payment.
- Split billing: see Split billing across payers.
- Issue refunds in your Stripe dashboard: see Refund a charge.
- Running balance ledger: every invoice, payment and refund for the family, in order, with their current balance (web only).
Related articles
- Create and manage billing plans
Build the tuition plans Clear Day uses to invoice families on a regular schedule.
- Set up discounts and scholarships
Build reusable discounts like sibling and staff rates, and give a single family a scholarship that credits their invoices.
- Split billing across payers
Divide one child's tuition between up to six payers by percentage, and see the dollar amount each one owes.
- Record a cash or check payment
Log a cash or check payment against a family's billing plan so your books match what you took in.
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