Use this curated self-guided learning track to quickly teach administrators the basics of Vanco's Fee Management module and how Vanco's software will make common day-to-day procedures so much easier. Each training is a short video (~5 min), making it easy for you to review all content in a single session or in between tasks over multiple days. Average time to complete all training sessions is ~1 hour. We recommend admins follow the track as outlined here, but admins can also jump into sections out of order without issue. Thank you for choosing to partner with Vanco and if you have any additional questions, feel free to get in touch with us here 888.847.9885 or email service@revtrak.com.
Fee Management Curated Training
Introduction to Fee Management (~1 min)
How to Create and Assign Fees (~5 min)
How to Copy Fees (~2 min)
How to Add Students (~3 min)
How to Add a Payment Plan (~4 min)
How to Link a Student to a Parent Account (~1 min)
How to Schedule Fee Visibility Dates (~1 min)
How to Add a Tax ID to Receipts (~2 min)
How to Add Fee Assignment Alerts (~2 min)
How to Manage Invoices (~3 min)
How to Export Data (~3 min)
How to Manually Add a Payment or Notation (~4 min)
How to Search for Unpaid Fees on Accounts (~4 min)
Additional Resources (~15 min)
- Parent Communication Kit (in English and Spanish): Get the word out to your parents that you are using Vanco’s products with our communication templates.
- Common Fall Fees: Prepare for fall with this Fall Fees checklist.
- Cashless Campus Checklist: Have you gotten all your school fees in RevTrak? See this checklist for more ideas.
Need more help simplifying procedures and creating a cashless campus? Want to collect registrations or sell event tickets online? Connect with your Account Manager to see how Vanco can help here.