Work with a Family's Transactions

The Transactions tab in a Family Account shows you the three steps of the automatic billing workflow. You can make changes to invoices in the Scheduled and Pending sections. However, once the billing invoice moves to the Ledger section, the invoice is considered a historical reference and cannot be changed.

The Family Balance appears at the top of the Billing and Transactions tabs in a Family Account. Click the Expand iconto see more details about the family's balance, such as the balance for each Payer, last payment date, last invoice date, and the balance owed for each site.

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Scheduled

After a New Tuition Fee or Recurring Fee is created, it will appear in the Scheduled section. The fee is scheduled and waiting to be invoiced after the current Billing Cycle. The fees automatically move from Scheduled to Pending on the Scheduled Date at 11:59 PM.

Changes can be made to invoices in this section. Click the Options iconand one of the following to make changes:

• Click Edit to change the Amount, Description, or End Date for the fee.
• Click Delete to remove the scheduled fee and all future instances of it from occurring.

Pending

Recurring Fees move from Scheduled to Pending and are processed within 24 hours of the Transaction Date. One-time Fees are placed in the Pending section immediately. A Recurring Credit is placed in both the Pending section and the Scheduled section for the upcoming Billing cycle.

Pending invoices can be edited or deleted, and invoices in this section can be invoiced immediately:

• Click the Options icon> Edit to change the Amount or Description for the fee.
• Click the Options icon> Delete to remove the pending fee from being invoiced.
• Select the checkbox next to the invoice or credit amount, then click Invoice Now to invoice the family immediately.

Ledger Transactions

After a fee is invoiced to the Payer on the Transaction Date, it moves to the Ledger Transactions section. This section lists all transactions for the Family Account. It is for information purposes only and transactions can't be edited or deleted.

Information that can be found in this section includes:

• What form of payment the Payer used and who the Payer is.
• If the payment is still processing with an In Process Payment badge. Once the payment settles with the bank, a Payment badge appears.
• If a payment was declined, refunded, or canceled.
• Additional transaction or payment details, including if the transaction had a discount applied.