If your parish charges families for religious education classes, faith formation programs, or school tuition, ParishSOFT Tuition can help you efficiently and securely generate and manage your invoices, customer statements, and financial reports from the Web.
Integrated with ParishSOFT Family Suite, ParishSOFT Tuition uses the same family records you maintain in your Family Directory program, so whenever you need to create invoices, your customers are already in your database. And, if a new family joins your school or program, simply add them to Family Directory and their information is instantly available for invoicing. A family's contact information is always current because it comes directly from your census records.
ParishSOFT Tuition lets you add an unlimited number of funds and create as many templates as you need to make fast and easy work of creating invoices. While you are not required to use a template when creating an invoice, the ability to create custom templates and populate them with a list of default line items can increase productivity and save staff time. An invoice items library lets you build a custom catalog of your unique, billable items, and include such details as the item description and unit price. Funds, templates, and invoice items all work together to deliver professional-looking invoices, statements, and reports that are clear, consistent, and always accurate.
The following illustration highlights the key benefits of ParishSOFT Tuition.
With minimal time and effort, you can create professional-looking invoices. ParishSOFT Tuition provides a layout that includes the basic information you should include on any invoice. All you need to do is select the customer and invoice items to create an invoice that meets the unique needs of each customer. Tuition provides special features for further invoice customization, specifically options that enable you to add and remove invoice items on the fly, apply discounts, include names of students, and indicate payment plans.
To enable you to remain consistent with your invoicing, ParishSOFT Tuition lets you create a catalog of invoice items that you can use over and over when generating invoices for your customers. Invoice item details include the standard information that appears on an invoice—the item description, pricing, and discounts—which can help you track purchases and produce reports, invoices, and statements. Maintaining a catalog of invoice items helps promote consistency, improves productivity by eliminating repetitive data entry tasks, and reduces the chance of human error.
ParishSOFT Tuition’s integration with ParishSOFT Family Directory makes it easy for you to find and add new customers. With a few mouse clicks, you can search the shared database, quickly select a customer, and add a record into your system that contains the customer’s name, address, and phone number.
ParishSOFT Tuition includes a templates builder. Using the template builder, you can quickly design an invoice template in a few minutes. You can design and customize as many templates as you want to meet your organization’s needs. The most obvious benefit of templates is that they can save you lots of time. Templates can also help minimize data entry errors. A powerful inheritance feature improves efficiency by enabling you build a base or “skeleton” template that contains defaults that new invoices can inherit. For example, you can create a basic template that contains information that you want to include in all of your invoices, and then use that template as a starting point for any number of invoices that you customize for specific transactions (for example, for school tuition and religious education).
Add the funds within your organization’s chart of accounts that you will use in the Tuition application. There is no limit to the number of funds you can add. The funds are available for you to associate with invoice items, providing the detail needed on invoices, customer statements, and financial reports.
ParishSOFT Tuition’s reporting tools enable staff members to create the following special reports:
● Customer Activity: shows payment activity related to each selected customer within a user-specified date range. For each customer, this report captures the total amount of the invoice, the total paid, and the balance due.
● Fund Activity: shows payment activity within a user-specified date range for each selected fund. By fund, this report includes the total invoiced amount, total paid and current balance.
● Invoices: generates detailed invoices and billing statements that you can print and send to your customers.
● Statements: shows all invoice and payment activity for selected customers within your choice of date range. You can run this report periodically (for example, quarterly) and send it to customers so that they can verify amounts charged and paid.
● Overdue: lets you create a list of customers with outstanding balances.
To learn about ParishSOFT Tuition and how you can use it to create tuition invoices and manage your customers and billing, click this button to watch a video overview: 
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If you would like a product demonstration or to find out more about ParishSOFT Tuition, contact us.
How to Set Up ParishSOFT Tuition for the First Time