Overview
On the Billing > Family Account page, you can view each family, their payment method, the last invoice, payment amounts, and their current open balance.
Column Sorting
Sort the Name, Payment Method, and Open Balance columns to easily adjust how your billing data is displayed.
Understanding Interactive Billing Filters
A summary at the top of the page shows the total paid, in-process, and unpaid amounts. These totals are interactive. Select any of them to quickly filter your view and display only records with payments in process or balances that remain unpaid.
Billing Filter Statuses - All Statuses
Amount Unpaid always shows all balances owed to the school, regardless of enrollment status.
By default, the system displays all records related to the Amount Unpaid
This means the total will not adjust based on the enrollment status filter you select.
If you prefer to view only active records related to the Amount Unpaid, update the filter to Active.
Applying Billing Filters
Select the filter icon
Choose your Enrollment Status
Note: The default view is All Statuses, and no label is shown for this state. Selecting Active also displays no label When any other status is selected, the corresponding filter label will appear.
