For staff who can view Billing. To act on a bill, you need edit access to Billing.

The Account window shows a family’s bills and payments together.

A family’s whole account

1. Open Families and open the family. On the newer screens, choose the Money tab.

2. On the Money card, choose Account. On the newer screens, it is in the Money card’s ⋮ menu.

3. Choose Done when you’re finished.

Walkthrough: A family’s whole account

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

One child’s account

1. Open Families, then the Children tab. Some schools use another word, such as Campers or Kids.

2. Open the child. On the newer screens, choose the Money tab.

3. On the Money card, choose Account. On the newer screens, it is in the Money card’s ⋮ menu.

Only that child’s bills show. A bill shared with a brother or sister counts in full, and it says when it has other lines too.

Walkthrough: One child’s account

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

What you’ll see

• What is owed now, and the totals billed, paid and refunded.

• The balance on account, if your school uses one.

• Plans.

• Bills and payments, with what was owed after each.

• Drafts not sent yet.

• Voided bills and reversed payments, folded away.

Act on a bill

Choose the ⋮ beside a bill. You get the same choices as on the bill’s own page. When you finish, the Account window updates. Choosing a payment opens its record.