Child Account Overview
A child's Account page is one of the most important areas of the system as this is where you are able to view their full account history, add charges, deposits, discounts, products and payments.
To view a child's account, click on the Children button and select 'Accounts':
Account Information & Summary Information
At the top of the Accounts page you can see an overview of the child's account information:
Balance: This shows the balance of the child's account after all invoices and payments have been taken into consideration.
Account No.: This is the child's unique account reference number.
Deposit Amount: This shows the amount of any deposit which is held on the child's account.
Spend: This shows the value of all invoices added together to give you a total spend to date.
Fee Planner No.: If you use our Fee Planner direct debit service, this will show the child's unique reference number.
Invoice Type: This shows how the child's account is invoiced.
Aged Debt: This shows the number of days since the oldest invoice with an outstanding amount was created.
Last Invoice: This shows the date of the child's last unpaid invoice.
Flat Rate Charge: A figure is displayed if you have decided to charge the child a set amount for their fees, regardless of the costs of services provided.
Sibling Discount: If the child has a sibling who also attends and you have decided to give a discount, you will see either the discount amount or the discount percentage applied to the child's account.
General Discount: Shows the discount amount or the discount percentage which is applied to the child's account.
Term-Time Booking: Shows 'Yes' if the child only attends during term-times.
Account History
The table on the 'History' tab shows the child's complete account history - all invoices, payments and credit notes are displayed here, ordered newest to oldest.
Invoices in the account history have been colour-coded to help you quickly understand their status:
Green: Indicates that the invoice has been fully paid.
Orange: Indicates that the invoice has been partially paid - a payment has been made but there is still an outstanding balance.
Red: Indicates an unpaid invoice.
Brown: Indicates that the invoice has been credited.
You can search for a particular entry in a child's account history by clicking on the 'Range' option and entering a start date and end date to narrow-down the entries displayed.
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