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Choose your organization type
The type decides the words ePayRecon uses (people (students, tenants, members…), groups, payers (parents, tenants, donors…)), the schedule templates you can add in one click, the reports you see and the features that are switched on.
| Type | People are | Grouped by | Special features |
|---|---|---|---|
| School | Students | Grade | Families, sibling discounts, statements |
| Rental | Tenants | Property and unit | Leases, late fees, deposits, housing-authority (HAP) shares |
| Childcare | Children | Classroom | Weekly tuition, subsidies, dependent-care tax statement |
| Sports | Players | Team | Seasons, early-bird, instalments, roster status |
| Lessons | Students | Program | Packages and the lesson log, instructors |
| HOA | Owners | Association and unit | Assessments by % interest, ownership changes, estoppel |
| Club | Members | Membership level | Renewals, grace and lapsed status |
| Nonprofit | Donors | Campaign | Pledges, funds, year-end contribution statements |
| Business | Clients | Category | Invoices, partial payments, AR aging |
| Other | People | Group | Turn on any feature you need |
Changing the type later
- Open Organization settings (your name ▾ › Organization settings).
- Choose another type and press Save settings.
Nothing is lost when you switch: the features of the old type are hidden and come back if you switch back.
You can also rename the words (for example "Members" instead of "Clients") and switch single features on or off under Words and Features in Settings.
Still stuck? Contact us.