In this document we will discuss viewing customer information within their financial account. We will cover this in a few sections broken down by the different tabs found under the family account. You can do this via the Admin ClassReach panel. This is a permissions based task, if you do not see some of the options and/or buttons discussed then you may need to contact an admin for your school to ensure you have the proper permissions.
This will list the transactions attached to the account. The charges added to the account will be a positive number in the Amount column and the payments added to the account will be a negative number in the Amount column.
This will list the invoices attached to the account. The Posted Invoices will be the invoices that have posted to the customers account and are available to them. The Invoices in Red are past due and have not been paid off.
The Scheduled Invoices are invoices that have been created but have yet to be posted to the customer’s account and are not yet available.
This will list the different Accounts/Categories and the balance owed by the customer in each. You can also click on the different Accounts to view transactions associated with them.
This will show you the different Payment Methods the customer has added to their account.
This will show the financial notifications for this customer, such as Receipts.