- Select Billing from the left menu
- Review current billing details
- Next account settlement:
- Review the amount that will be settled into your account
- Previous Settlement:
- Review and compare the current settlement to the amount that was settled into your account on the last settlement date so you can see any fluctuations in the amounts.
- Program Fees:
- Review the total amount of children you have enrolled into programs and the total amount expected to collect for the current month from all enrolled to scheduled programs.
- Select ‘details’ in the top right corner of the box to expand a detailed list of every child and their amount due enrolled in programs for that month
- Unarranged program fees:
- Review a list of children that have been enrolled into a program but do not have a payer associated with them.
- Select ‘details’ in the top right corner to view a detailed list of all children needing to have prayer associated with them. (Example: who is paying for the program: mom, dad, grandma, etc)
- Understanding Unarranged charges:
- Review a list of all children that have charges applied to their account but do not have a payer associated to the payment.
- Select ‘details’ in the top right corner to review a detailed list of all children with no associated payer for the charges.
- Understanding Incidental fees
- Review a details list of all children
- Understanding Enrolled with no payment method:
- Review a detailed list of all children enrolled in programs with associated payers but do not have a payment method associated with their account.
- Select ‘details’ in the top right corner to review a detailed list of all children needing to have payment methods entered into their account
- Understanding Active payment methods:
- Review a list of all active payment methods you are accepting.
- Review how many types of credit cards and how many different banks that are being used by your families.
- Understanding your total amount collected for the month:
- To the right of the billing dashboard, review the total collected currently for the month and compared to how much is still outstanding for the month.
- Below review your graph to get a visual understanding of how much money is associated with what type of charge you collected.
(Example: program fees, registration fees, late fees, additional days)