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)
