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Work the Billing Pipeline

  • Finance
  • Director
  • Admin
  • Needs: Billing
  • Desktop
  • Draft

The Billing Pipeline tile ("Action Required/Open Invoices through today") is the daily to-do list for billing.

Steps​

  1. Open Dashboards → Billing and find Billing Pipeline.
    The Billing Pipeline tile
  2. Click a stage:
    • Action Required: children missing an invoice or billed twice. Filter with All, Missing or Duplicates. Click a row to handle it.
    • Unpaid <30d, Unpaid 30-60d, Unpaid 60d+: open invoices by age. Click a row to open the invoice.
    • Paid: paid invoices for the month you pick.
  3. On an unpaid stage, click Send Reminder, choose a template (or Blank Message), and send the Schoolbox message to every family in that stage.
  4. Export: Export Missing (Action Required, PDF), Export PDF (Paid), or Export with PDF or Excel (unpaid stages).
  5. Click More for View Written Off, View Dismissed Missing and View Dismissed Duplicates.

Tips​

  • Reminder messages go to billing contacts only and are sent as email.
  • "Missing-invoice check unavailable" means that check didn't load; retry to refresh.