Billing overview

Tuition & Billing → Dashboard is the read-only summary of where your money is.

The four figures

• Collected — paid, with the number of paid invoices
• Outstanding — sent and awaiting payment
• Overdue — past due and unpaid
• Drafts — generated but not sent to families

Drafts is the one to act on. A draft is invisible to the family, so a growing draft count means money you have not asked for yet. Clear it from the Invoices tab.

Revenue Trend (Last 6 Months)

Collected against outstanding, by month, with the same split shown By Plan and By Status underneath.

Recent Activity

The last five invoice events in plain sentences — paid with a check number, paid via ACH or card, sent, overdue, voided with its reason, partially paid.

Aging Report

Outstanding invoices in buckets: Current (0-30 days), 31-60 days, 61-90 days and 90+ days, with the count and amount in each.

Work this from the right. Anything in 90+ days needs a conversation, not another reminder — and the longer a balance sits, the less likely it is to be paid at all.

Reading these numbers honestly

• Everything here counts invoices, not cash in your bank. A card payment settles in days and a bank payment can take longer.
• A voided invoice leaves the outstanding figure; a refunded one does not come back out of Collected.
• For anything you are reporting to an accountant or a funder, use the CSV exports under Reports rather than these cards.