As you near the end of the year, it’s the perfect time for parents to get everything for a smooth transition into the next year. This means rounding up year-end statements, updating payment methods, and more. Let's dive into what you need to know to get everything sorted effortlessly.
Billing & Reports
Access important billing reports that provide rich insight into family account balances and transactions.
Use these reports to identify outstanding items and finalize records.
Some Recommended Reports
Aging Report
Family Balance Report (hint: filter by Unpaid Balance)
Subsidy Accounts
Review Subsidy Accounts and write off any remaining balances if applicable.
Classroom Transitions
Students may be transitioning classrooms, so make life easier with bulk updates for enrollment statuses and classroom changes.
If you need to Update Subscription Payment Information, you can do so here.