Set up accounts for new students, ensuring correct initial billing with regard to amounts and payment plans.

Monitor current accounts for accuracy.

Discuss with families concerns or questions

Ensure timely receipt of student account receivables and work with families to rectify delinquent accounts

Settle accounts for withdrawn and graduating students, ensuring correct final billing.

Incidental Billing - Handle the billing for incidental charges including but not limited to Before and After School Care and lunch fees.

Monitor credit balances. Transfer balances or prepare refunds as necessary.

Process Free and Reduced Lunch applications.

Submit monthly reimbursement claims.

Process financial aid applications received from families, creating a preliminary financial aid package for each application.

Maintain spreadsheet of financial aid awards.

Post approved aid packages to student billing accounts.

Submit voucher applications and collect signed documents from parents.

Monitor SGO applications to ensure completeness.

For checks received in the office, ensure payments are posted accurately, if appropriate, and prepare a daily electronic deposit.

For cash received in the office, ensure payments are posted accurately, if appropriate, maintain a cash receipt log of cash received, and prepare a weekly bank deposit.

Enter invoices into QuickBooks

Print weekly list of outstanding invoices

Print checks for approved invoices

Mail signed checks and file invoices

Process bi-weekly payroll