The ClassReach Documentation for admins

Viewing Customer Information

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.

  • Sign in to your Admin ClassReach account.
  • Navigate to the Financials tab
  • Navigate to the Customers tab within the window
  • Select the Customer you would like to view information on

Customer

  • The top left has the Basic Customer Information.
    • Customer Number
    • Family Name
    • Individual Members of the family associated with the account.
  • Bottom left is the Posted Invoices.  To view the rest of the invoices you can click the View all Invoices link at the bottom
  • The top right has Balance Tools.
    • Balances on Account
    • Add Charge Link
    • Add Payment Link
  • Bottom right is the Recent Transactions. To view the rest of the transactions on this account you can click the View all Transactions link at the bottom

Transactions

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.

Invoices

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.

Accounts

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.

Payment Methods

This will show you the different Payment Methods the customer has added to their account.

Correspondence

This will show the financial notifications for this customer, such as Receipts.

Related Documentation

Financial Overview

Enrolling Customers

Viewing and Editing Invoices