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Find your way around the Billing dashboard

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  • Finance
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  • Needs: Billing
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The Billing dashboard shows one school's billing for the selected school year. This page is a map of the screen; the full walkthrough of working the Billing Pipeline is in the Billing dashboard guide.

Steps​

  1. In the sidebar, open Dashboards and click Billing.
    The Billing dashboard with Overview, Pipeline and Billing sections
  2. To change school, click the school name at the top. Pick the school year at the top right.
  3. Overview cards: Tuition365, Accounts Receivable, Invoiced in (the month), Missing Recurring Rates and Unreconciled Scholarships. Click a card to drill in; Unreconciled Scholarships opens the Reconciliation dashboard.
  4. Pipeline: the Billing Pipeline tile, from missing and duplicate invoices through unpaid to paid.
  5. Billing: Tuition Revenue, Accounts Receivable, Active Rates and Revenue Streams.
  6. Use the + button at the bottom right for New Invoice, Collect Prepayment, Add Credit, Add Scholarship Credit or Send Registration.

Tips​

  • The search icon at the top finds a child or an invoice.
  • The More menu has Edit Rates, Payment Disputes, Edit Targets, View Old Dashboard (the Legacy Billing screen) and the layout options (Edit Layout, Tile Bank, Reset Layout).
  • Unreconciled Scholarships needs the Accounting permission. Edit Rates needs Create Rates.
  • What each tile shows is explained in Read the Command Center billing tiles.