Creating Split Billing Family for Freedom
To create a Split billing family using Freedom
Path: Spider > Setup & Utilities > Freedom – Student & Caregiver Management
Step 1: Select the student you wish to Split bill
Step 2: Addresses/roles tab
Check the family details, address (you will probably have to change – the details and use this one for the main login person
e.g. of screen with changes
Step 3: Communications tab
Note: Mrs Sarah Watson will receive correspondence and account for her.
Mr Richard Watson will receive his account as a split family when we create that account
e.g. of [Student Based] tab
Step 4: Create the Family Key code
- Select [Student] you wish to change
- Select [Clone Student [Split Billing]
You will get a message popup as follows:
Press [OK] or no to escape
- Note: under [Actions tab] -it shows the Student \SFS=!\ (this is the temporary family until you assign the new Family Key code)
- Select [Caregivers] tab
- Select [Select/Replace FAMILY UNIT] select from the drop down:
- [Select/Replace to ‘New FAMILY]
Step 5 a) If an Existing Person – select [Select from Existing Entity] or (if a new Family see Step 5 b)
Next screen:
- This now show you the Student key/New Family Key code
- Select the Relationship and who Lives with
- Select the [Address/Roles] tab and fill in details (this is only the split bill family – so will only be [Account] selected
- Select [Account]
- Address from Existing
- [Save Address]
- Go to [Communications] tab
- Select [Address]
- Tick in [ACC Active Recipient]
- [Save Communication]
- GO TO STEP 6
Step 5B: Split to a new Family (that is not in the system)
- Call student up in Spider as per previous screens
- Select [Clone Student (Split Billing] button
- [Yes]
Select [Caregiver tab]
- Select [Select/Replace FAMILY UNIT]
- then select [Select/Replace to ‘New Family’]
- Enter details of the Caregiver
- [Save Caregiver]
- Enter all details of the Caregiver (remembering this has been setup for the use only of split billing)
- Note: shows [Split billing Student Record]
Step 6: Go Back to Back Office > Debtors and add the details to the family that you wish to split
Select the Family
Select the [Split Bill] tab
- Select the [Student] to split
- [Family to Bill] select the new code you just created e.g. [WATSO04] or e.g. [SUTTO01]
- [%] select the amount you wish to split by