Audience: School owners, admins, finance contacts
Duration: ~45 minutes
Prerequisites: Getting started · IT admin
Learning objectives
- See which Skolzo products and modules your school purchased
- Manage payment method and Skolzo subscription invoices
- Read usage meters before hitting limits
- Know who can upgrade vs who uses day-to-day ERP/CRM
1. Two different “billing” concepts
| Type | Where | What it is |
|---|---|---|
| Skolzo subscription | CRM/ERP Plan & billing | Your contract with Skolzo (seats, modules, trial) |
| Parent fee billing | ERP /erp/fees, /erp/payments |
Student invoices — Finance guide |
This guide covers Skolzo subscription only.
2. CRM routes
| Route | Purpose |
|---|---|
/school-panel/plan |
Current plan, upgrade options, feature comparison |
/school-panel/billing |
Payment method, Skolzo invoices, receipts |
/school-panel/usage |
Seat counts, metered features, alerts |
Same screens exist on ERP when you manage billing from operations login:
| Route | Purpose |
|---|---|
/erp/plan |
Plans & pricing |
/erp/billing |
Billing |
/erp/usage |
Usage meters |
Use whichever portal you normally sign into — institution billing is shared.
Enterprise quote checkout
When Skolzo sales sends a signed quote link, authorized signatories pay on:
Route: /school-panel/quote-pay?token=… (opened from email or /quote/[token] on skolzo.com)
This is Skolzo contract checkout, not parent fee payment. After success, plan entitlements update per the quote — confirm on /school-panel/plan.
3. Entitlements & locked menu items
Some sidebar items show a lock when your plan does not include a module (e.g. advanced telephony, document registry). Admins with billing access see upgrade prompts; other staff should ask leadership to change plan or purchase add-ons.
IT admins assign who may open billing: typically school_admin or finance leadership — Users & roles.
4. Trial & go-live
During trial:
- Explore CRM and ERP with demo data (Getting started)
- Complete Getting started checklist in-app
- Before trial ends, add a payment method on
/school-panel/billing
Skolzo customer success may extend trial — contact your account manager or hello@skolzo.com.
5. Directory advertising (separate from core ERP)
Directory plans and sponsored listing are marketing products:
See Marketing & directory for public listing content; this guide covers subscription payment for those add-ons when invoiced through billing.
6. Franchise & multi-campus
Group HQ may centralize billing — Franchise HQ. Campus admins might have read-only usage while HQ pays the Skolzo invoice.
Practice exercise
- Open Usage and note seat count vs active users in
/school-panel/users. - Download or view the latest Skolzo invoice in Billing.
- Identify one locked menu item and confirm whether plan upgrade enables it.
Troubleshooting
Cannot open billing — Your role lacks billing permission; ask a school admin.
Payment failed — Update card on billing page; ERP/CRM stay active during grace per your contract.
Usage mismatch — Deactivate unused users or purchase additional seats on Plan.
See also
- Finance guide — parent fees, not Skolzo subscription
- Marketing & directory