SpectrumBeaconWhat this is / who it is for
Many Florida private schools put tuition on FACTS, a Nelnet billing system. Step Up then wants a statement that looks like an invoice. This playbook ties those two systems together.
It does not invent a click-path that FACTS has not published. Use this with the Step Up / FES-UA reimbursement pack. No child’s real data appears here. Use placeholders such as [Student name], [School], and [Date].
What FACTS parent help actually says
You may check balances, tuition and fees paid, print reports, and view scheduled payments by logging in at online.factsmgt.com, or by calling 866-441-4637. If you use an invoice payment plan, log in, open the Actions dropdown, and choose Mail In Payment to view and print the latest invoice.
VerifiedSource: FACTS Management Parent FAQs · How we verify
What the FES-UA handbook wants on a FACTS-style statement
The billing statement should include the school’s name and address, the scholarship student’s first and last name as listed in EMA, a description of each payment to be reimbursed, the amount of each transaction, and the date of full payment (MM/DD/YY). If the system groups students by family, submit a school invoice instead.
VerifiedSource: 2026-27 FES-UA Family Handbook (WEB), Proof of Payment For Private School Tuition Using Tuition Management Systems · How we verify
What official FACTS help stops at
FACTS SIS / Family Portal (formerly RenWeb) is a different product. FACTS tells parents: if you have a question about using FACTS SIS, contact your school directly. Login needs the school’s District Code, which the school provides.
Official parent help does not publish a Step Up export, a “reimbursement packet” button, or a field list that matches Florida’s handbook.
Ask the bookkeeper for these lines
- A statement or invoice for [Student name] only, not the whole family rollup.
- School name and address.
- Each tuition or fee line you will claim, with amount and date of full payment.
- A paid-in-full mark, a zero balance, or the payment amount next to the invoice amount.
Leave off lunch and after-care. If you are claiming the annual FACTS billing-service fee, that fee needs its own line. The student’s name must match Step Up records. Nicknames are not accepted.
Email you can send the bookkeeper
Subject: Invoice for Step Up reimbursement, [Student name], [School year]
Hello [Bookkeeper name],
I am requesting a tuition statement or invoice for [Student name] for [Date range or term] that I can upload to Step Up For Students (FES-UA).
Step Up’s parent handbook asks a FACTS-style billing statement to include:
- School name and address
- Student’s first and last name as on the scholarship account
- Description of each payment (tuition, registration, book fees)
- Amount of each transaction
- Date of full payment
Please do not combine [Student name] with a sibling on one family total if you can help it. If FACTS cannot split the family account, a school invoice on letterhead with the same fields is fine.
Thank you,
[Name, phone, email]
What this is not
- It is not a FACTS user manual. FACTS SIS questions go to the school. Payment-plan questions can go to 866-441-4637.
- It is not a promise that a Payment Summary will be accepted. Step Up reviews the file against the handbook.
Common questions
I only see a family balance.
The handbook says you can submit a school invoice when the tuition system does not show spending per student. Ask the bookkeeper.
Do I need a click-by-click from FACTS?
Official parent help tells you to log in and print reports, and names Actions → Mail In Payment for invoice plans. Deeper menus are UNVERIFIED. Ask the school.
Sources
- FACTS Management Parent FAQs
- FACTS parent login
- 2026-27 FES-UA Family Handbook (WEB)
- Step Up reimbursement pack