MyKidReports Billing tool is designed to ensure that providers receive timely payments with minimal effort. The Billing Dashboard offers a comprehensive view, enabling schools to manage cash flow effectively. It provides a snapshot of all invoices and payments, helping schools keep track of their financial health. The dashboard highlights crucial areas, such as past due invoices, processing payments, and failed payments, so that schools can quickly address accounts needing attention. With this streamlined approach, schools can efficiently manage payments and focus on providing quality education.
At a Glance: This section offers a step-by-step guide to help users easily set up billing for their students. Steps include creating billing plans, assigning them to students, and setting up online payment options for the school.
Invoices Overview: The dashboard displays an overview of all invoices, categorized into:
All Invoices: Shows the total number of invoices in the system.
Past Due Invoices: Highlights any overdue payments that require attention.
Paid Invoices: Displays payments that have been successfully completed.
Processing Invoices: Shows invoices that are in the process of being paid but not yet cleared.
Upcoming Invoices: Lists future invoices due for payment.
Search and Filter: You can filter or search for specific invoices by entering the student's name and other criteria like invoice number, due date, or amount.
Add Invoice and Print Options: The "Add Invoice" button allows schools to manually create a new invoice for a student, while the "Print" option lets users print invoices for record-keeping or sharing purposes.
Payment Overview: This area tracks the status of payments received by the school, categorized into:
Completed Payments: This section highlights the number of payments that have been successfully processed.
Processing Payments: Displays payments that have been submitted but are not yet fully cleared.
Failed Payments: Shows payments that could not be processed or were unsuccessful.
