# Review a batch tuition run

Category: Billing

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

1. Confirm tuition plans and child assignments are current.
2. Filter to the correct school. Tuition plans are school-scoped and cannot be assigned across locations.
3. Confirm recurring tuition has not already created invoices for the same period. If it has, stop.
4. Open the batch tuition tab.
5. Choose target: per matching child or per matching family.
6. Choose age group and enrollment status.
7. Confirm due date and billing period.
8. Select `Create Batch Invoices` only after reviewing scope. This does not directly charge Stripe.
9. Spot-check invoices across tuition plans, discounts, subsidy scenarios, and siblings.
10. If any family has autopay enabled, remember that a due batch invoice can be collected by the next autopay run.
11. Send parent notices only after the school approves the batch.

## Verify the result

Review the exact school, period, included families and final results.

## If something goes wrong

Do not repeat a run until the first result and existing invoices are reconciled. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/BILLING_ADMIN_SOP.md — Batch Tuition Run. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.