Billing: Schedule Ledger – Finalsite Enrollment

Overview

For parents/payers with a billing account, the Schedule tab is located on their record within the Billing Tab.

It offers a way to view the ledger in a monthly and filterable format. You can filter the view by Term, Start Month, and End Month. Each month's column lists the amount owed for that month by category.

Pop some Popcorn!

If you'd prefer to watch our video on this, you can check that out here, in our video library.

Features

This view can be filtered by term, by start month, and by end month.
The default view shows the most current active enrollment term, and months that have existing charges for that term.
Students on the account each have a section according to their existing billing category balances.
Daily and monthly totals for each student are at the top in the blue row.
Daily and monthly grand totals are at the bottom of this report.
The Payment Totals column, which displays the total amount the parent/guardian has paid that month.
Expandable months show the daily ledger detail. The vertical dashed line shows what dates have passed, and what dates are in the future.
If there are account-level charges, they appear in their own section of this report with totals in blue, just as they appear in their students.

The final three columns of the schedule include the following information:

Total Charges: The total amount of charges for that schedule before payments.
Paid: The amount the parent has paid.
Net Total: The payer’s remaining balance.

A view of an example Billing Schedule Tab on a parent.png

Additional Options

Within the Schedule tab, you also have access to the Ledger tab action buttons. Click here to read a more detailed summary of each of these options.

Additional Resources