📈Admin

Running Billing Reports

Last updated 2026-03-15

In this article

Billing reports give you a clear view of your center's financial health. You can track revenue collected, outstanding balances, overdue invoices, and payment trends over time.

Available Reports

  • Revenue Summary: Total payments collected grouped by month.
  • Outstanding Balances: List of families with unpaid invoices.
  • Aging Report: Invoices grouped by how long they have been overdue (30, 60, 90+ days).
  • Payment History: Detailed log of all payments received with dates and methods.
  • Discount Report: Summary of discounts applied across all tuition agreements.

Running a Report

  1. 1Go to Billing > Reports.
  2. 2Select the report type.
  3. 3Set the date range.
  4. 4Click Generate. The report loads on screen.
  5. 5Click Export to download as CSV or PDF.

Run the aging report weekly to stay on top of overdue payments and follow up with families before balances accumulate.

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