Tuition Fee Billing: Data sync with OpenApply

The Faria Team
The Faria Team
  • Updated

Below is a guide to which data fields sync from OpenApply to SchoolsBuddy.  When you first start setting up Tuition Fee Billing we recommend contacting the OpenApply team to help you build or  review your Billing Information form, to make sure you are capturing all necessary details.

OpenApply is synced to SchoolsBuddy at 4:00 UTC EMEA region and 18:00 UTC Asia region (2AM CST)  on a nightly basis.  Additional data syncs can be requested from the Support team if needed, however please note that it may be difficult to action requests quickly in busy times.  

Parent Responsibility

In SchoolsBuddy, family billing defaults to the parent payer marked "Parent Responsible" - "Yes" in OpenApply.  If the question has been answered in OpenApply it will be marked with an asterisk against the parent name.  If the question has not been answered, you will just see the parent's names and the payer will default to whichever name is first (alphabetically). 

Please note that you can edit the "Parent Responsible" field in OpenApply to have a different description should you wish to.

 

Parent Responsible

Data Points to use in Invoice templates 

These data points are synced to SchoolsBuddy from OpenApply, and can be used in invoice templates.

OpenApply field User Type On Default Invoice?
First Name Student
Last Name Student
Preferred Name Student  
Other Name Student  
Middle Name Student  
Year/ Grade Student
Student ID Student
Nationality Student  
National ID Student  
Homeroom Class Student  
Alien Registration Number Student  
Passport ID Student  
Passport Expiration Student  
VISA Number Student  
VISA Expiration Date Student  
Accounting ID Student  
VBAN Number Student  
First Name Parent
Last Name Parent
Nationality Parent  
National ID Parent  
Corporate Payer First Name Corporate Payer
Corporate Payer Last Name Corporate Payer
Corporate Payer Company Name Corporate Payer
Corporate Payer Address Corporate Payer
Corporate Payer Phone Number Corporate Payer  
Corporate Payer Email Corporate Payer  

Filters

Filters in SchoolsBuddy are generated by the fields used on your Billing details form in OpenApply:

Filters

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