The Billing List Pages are where you can manage all billing accounts by student or parent/payer, current balances, autopay details, late accounts, reconciliation, and more. Click on the 'Billing' tab to manage the following:
Accounts Page: Manage all billing accounts by parent/payer.
Ledger: Provides a record of each financial transaction and any upcoming amounts that will be due.
Students Page: Manage all billing accounts by student.
AR Aging Report: Manage all accounts that are/have been overdue for payment.
Payout Report: Manage reconciliation reporting for electronic payments.
Billing Category Report: This report shows a summary of your individual billing categories by month. Each section will be consolidated together by their category grouping, which consists of one charge, any credits associated to the charge, and any payments associated to the charge.
Import: This page is used to import a .csv file of ancillary transactions such as charges, credits, or payments. Ex. book fees collected by a school librarian that are sent to the business office to record.