Main Family Page
A family's main landing page displays Billing Summary, Billing Details, Notes & Requests, Account Status, and Account Settings.
To see a landing page, go to Families, select View All Families, and select a family name.
This section shows the history of a family's Billed amounts, Paid amounts, and Balance organized chronologically by Due Date.
To see the Billing Summary for a different academic year, select a School Year in the blue box to the right.
Select a dollar amount to see more details, including Fees and Discounts that were applied. Select Close to return to the Summary.
Select Export to download the Billing Summary as a CSV file.
Billing details are organized under the name of each student in a family as well as by overall Family billing items. Select the arrow icon beside an item in the Applied To column to collapse or expand its details.
To see Billing Details for a different academic year, select a School Year in the blue box to the right.
Select Export to download the Billing Details as a CSV file. You can open this file in Microsoft Excel or other spreadsheet software.
Notes and requests are listed in reverse chronological order according to the Requested On column.
Select a message to view it, add a Call ID, or enter remarks. Select Close when you are finished.
For more information, see Add a Note.
Select this edit parent information, edit student information, or add a new student to a family's records. For more information, see Update Family & Student Information.
Select this button to download the family's Billing Summary and Account Status information as a PDF document.
Note: The location where the PDF is saved will depend on your internet browser's download settings.