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 However, once the billing invoice moves to the Ledger section, the invoice is considered a historical reference and cannot be changed.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 Account Balance appears at the top of the Billing and Transactions tabs in a family account. Use the links to Record a Payment or process an Online Payment.
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Transactions Tab Steps
Step 1 - Scheduled After a New Tuition Fee or Recurring Fee is created, it will appear in the Scheduled section, it's scheduled and waiting to be invoiced after the current Billing Cycle. Changes can be made to invoices in this section. The fees automatically move from Scheduled to Pending on the Scheduled Date at 11:59pm. | |
Step 2 - Pending (Invoice Preview) Recurring Fees move from Step 1 - Scheduled to Step 2 - Pending and will process in 24 hours on the Transaction Date.
Pending invoices can be edited or deleted in the Pending section. | |
Step 3 - Ledger Transactions (Family Ledger) After a fee is invoiced to the Payer on the Transaction Date, it moves to the Ledger Transactions section. All billing and payments for the Family Account are listed in the Ledger Transactions section:
This section is for information only and can't be edited or deleted. |
An invoice can be processed immediately in the Pending section of the Transactions tab. Just select the check box for the fee or credit and click the Invoice Nowbutton.