Billing Schedules and Payments Made

Hi folks, 

We are looking to better track the hundreds of payment plans we have going in our Recreational Division School. Has anyone used Analytics to track this? I'd love a dashboard of all the students, their already made payments, and their payments still outstanding. I can get about half of it, but I can't figure out if there is a way, if any, to track payments that are coming. Any help or insight would be wonderful! 

Thanks,

Nicki

Parents
  • Hi Nicki - It sounds like we're working on the same thing! I am with you in that I can get about half of what I need. I used Analytics last year for this reason, but couldn't find a way for it to show me their entire payment plan (9 months, September through May). I could see total paid, total unpaid, and whether they were "paid, partially paid, or unpaid", but nothing more specific. As I'm working on this I'll let you know if I figure out something more specific. 

Reply
  • Hi Nicki - It sounds like we're working on the same thing! I am with you in that I can get about half of what I need. I used Analytics last year for this reason, but couldn't find a way for it to show me their entire payment plan (9 months, September through May). I could see total paid, total unpaid, and whether they were "paid, partially paid, or unpaid", but nothing more specific. As I'm working on this I'll let you know if I figure out something more specific. 

Children
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