Track family balances

See what every family owes, who is overdue or in credit, and export balances.

Track family balances

The Balances tab shows where every family stands: total owed, overdue, and families in credit. Each row shows the child and guardian, their plan, the last payment, status and current balance (credit is shown in green).

(1) Balance totals, (2) filters, (3) Export balances
(1) Balance totals, (2) filters, (3) Export balances
  • Use the filters All, Owing, Overdue, In credit, Settled and No plan to narrow the list, or search by child or guardian.
  • Families marked No plan · won’t auto-bill need a billing plan.
  • Click Export balances to download the list.

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