Pull summaries of the billing activity at your child care. You can download three different reports under the "Reports" tab (circled in red below):
- Family Balance Report: view total invoices, payments and outstanding balance up to the date selected (blue arrow below)
- Transaction Reports - Payments: view payment descriptions, status (successful, in process, or failed), amounts, and current family balances for a specified time period (green arrow below)
- Transaction Reports - Invoices: view invoice amount, due date, status (sent, not sent), and current family balances for a specified time period (green arrow below)
Whenever you run a report, a small green window will appear on the bottom right of the page. Click here to access your report (red arrow).
The report will also populate at the top of the Reports page under Recently Generated Reports (circled in red).
Family Balance Report:
This report displays the balance for each family as of the selected date along with the most recent charges and payments.
Transaction Report - Payments:
This report will show what payments were made, type of payment method, date and status (success, pending or failed).
Transaction Report - Invoices:
This report will show the invoices created for the specified range of dates. It will also display the current family balance.