Module 7 - Customer Accounts

Video Summary 

• Customer accounts are accessed from Financials → Summary → Customers.

• Each customer account includes tabs for:

  • Customer info

  • Transactions

  • Invoices

  • Financial agreements

  • Payment methods

  • Correspondence

• Customer tab shows:

  • Family members

  • Balances

  • Recent transactions

  • Open invoices

  • Quick actions for charges, payments, and payment plans

• Verify students are assigned to the correct financial family, especially in split-family situations.

• Transactions tab displays all financial activity for the selected school year.

• Invoices:

  • Organized by account

  • Separate paid and unpaid invoices

  • Can be viewed, printed, edited, or paid

  • Zero-dollar invoices can be deleted

• Financial agreements can group multiple charges and create invoices by account.

• Payment methods tab shows saved payment options.

• Correspondence tab logs automatic payment reminder emails.

• Automatic reminders are sent:

  • 20 days before due date

  • 7 days before

  • 1 day late

  • Every 7 days until paid

• Tuition invoices are only created after enrolling the family in a payment plan.

• Payment plan options may include:

  • Pay in full

  • Monthly installments

• Monthly plans automatically split tuition into scheduled invoices.

• Unenrolling from a payment plan removes invoices but keeps charges intact.

• Re-enrolling in a different payment plan regenerates invoices automatically.

The Next Video - Charges, Pt.1 - Manual Charges