We've made it easier for admins to navigate sections of a student’s billing profile by introducing new tabs within the profile — this gives admins quick access to the information they need easily.

These tabs include:


Current Activity

This is the main tab that admins will work in — it includes a student’s account balance, and any “Open” transactions that contribute to that account balance.

The current account balance includes open invoices that have not been fully paid, as well as any credits or over-payments/unapplied payments that have not yet been attributed to an invoice. Open invoices, less available payments/credits will equal the account balance.

The table below the current account balance shows admins the details of those same transactions. Open Invoices shows details of the specific invoices that haven’t been paid. Available Credits and Payments shows details of the specific credits and/or payments that have been applied to the account, but not to a specific invoice. Note: available credits & payments will automatically be applied to the next invoices that post, so admins don’t have to take action.

Resolving open transactions would result in a $0 account balance.

  • Invoice actions include: view/edit, pay, and void

  • Payment actions include: view/edit, void, apply to invoice

    • Only offline payments can be edited or voided

  • Credit actions include: view, apply to invoice

Invoices Tab

Available Credits & Payments Tab

Upcoming Invoices

From the Upcoming Invoices tab, admins will see the invoices that have been generated from bill plans, but have not yet posted. We will show the next four invoices per bill plan. Admins will be able to edit these invoices before they post. Learn more about editing invoices.

All Transactions

The All Transactions shows all transactions — invoices, payments and credits — both open and closed. This serves as a source of record for admins (parents will have a similar view). Admins can export transactions from here as well.

  • Invoice actions include: view/edit, pay, print and void

  • Payment actions include: view/edit, void, apply to invoice

    • Only offline payments can be edited or voided

  • Credit actions include: view, apply to invoice

Statements

The Statements tab shows all statements. Statements are generated automatically monthly and are posted here. They include all transaction activity within the month at the charge level.

Account Details

This tab is where admins can manage all bill plans at the student level. They can create and edit, pause, resume or delete multiple bill plans. We show both active bill plans and inactive bill plans. All payer and payment methods can be viewed from here as well.

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