Once agencies are added and payments logged, providers can easily get a high-level view of all listed agencies and any outstanding balances.
This resource covers how to access key agency information to help you stay organized and up to date on subsidy activity.
View your list of subsidy agencies
Providers can see an overview of their agencies from the Subsidies dashboard by clicking Billing > Subsidies.
From the dashboard, providers can view:
Agency name
Number of Students with the agency attached as a payer
Number of Open Invoices that are posted but not yet paid
Unpaid balance owed by the agency
Available Payments: All payments that have been logged on behalf of the agency but not yet applied to an invoice
Balance is what is still owed
💡 Tip: Click Actions next to the agency to take quick actions on account details, transactions, and invoices
View agency information
Providers can click into an agency to view the agency's profile in more detail and view their balance across all students they're attached to.
When clicking on an agency's profile, providers can view:
Transactions: View total balance across all students linked to the agency
Upcoming Invoices: See all upcoming invoices for associated students
Agency Info: View and edit contact details
Invoices: View posted invoices and take actions on the invoice
Payments: See all logged payments made by the agency
Students: View students already associated with the agency