Providers can create a Bill Plans Report to gain an overview of all student billing plans & details across their program, making it easier than ever to understand the frequencies of charges and how families are billed.
Create a Bill Plans Report
Log in on the web
Click Billing in the sidebar > Students tab
Select the Student Plans sub-tab
(Optional) Use the filters Enrollment Status, Room, Frequency, and Plan Status to customize the report. These filters will also apply to the exported version.
Click Export or Print
Note: Once the report is downloaded, even more fields become available such as plan statuses (active/paused/deactivated), last due date, charge descriptions & notes, total number of plans, total number of recurring charges, and more!
Information included in the Bill Plans Report
When downloaded, the report includes key details such as:
Student name
Next send date & due date
Last due date
Number of recurring charges & discounts
Original, discounted & final charge amounts
Charge descriptions, categories & notes
Discount descriptions
Payers
Plan templates
