Billing: Schedule Ledger

The Schedule tab on a parent's billing record shows a monthly view of their ledger organized by billing category and student, making it easy to see upcoming charges, payment history, and remaining balances at a glance.

💡Quick Answers

• Where do I find the Schedule tab? On a parent/payer's Billing tab, select the Schedule sub-tab.
• How do I filter the Schedule view? Use the Term, Start Month, and End Month dropdowns at the top; the default shows the current active enrollment term.
• What do the final three columns in the Schedule show? Total Charges (all charges before payments), Paid (amount paid so far), and Net Total (remaining balance).
• Can I expand individual months to see daily detail? Yes, click to expand any month to see the daily ledger breakdown; a dashed vertical line separates past dates from future ones.

Pop some Popcorn!

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

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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.

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.

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Additional Resources

• Office Hours & Past Session Recordings
• Billing Categories
• Contact Record: Billing Tab