Tip for Checking Someone's Billing Plan
- sandy8745
- Oct 23
- 1 min read
Checking Student Billing Using the Payment Report
Step 1: Navigate to the Payment Report
Go to the Reports section, which is accessible either from the main Dashboard or the left-hand navigation menu.
Find and click on the Payments link to open the payment reporting tool.
Step 2: Search for the Student
Use the name search box to find the student.
NOTE: The search box utilizes a drop-down selector that moves slowly, so ensure you type slowly to allow the system to populate results accurately.
If the student is Inactive, you can still look them up, but their name will not appear in the drop-down selector.
Step 3: Configure Date Range and Payment Time
If you need to view future or historical payments for someone, adjust the Start Date and End Date fields to encompass the specific month or months you want to see.
Change the Payment Time filter from History to All.
Click the Search button to generate the updated report results.
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