FINANCE - Edits to Billing

This report will show data relating to billing cycles and payment methods on individual accounts at your centre. 

TABLE OF CONTENTS

• Building the report
• Information found on the report
• Report Example

Building the report

To locate the report select Analytics from the main menu, then select Exports from the drop down options.

Select Run Export on the families report Edits to Billing

Select if you would like to run the report for the Centre or for an individual Account. Then select the date range you wish to view the report for.

Select Run Export. 

Information found on the report

Date and Time billing cycle and/or payment methods were modified, previous data vs new data, employee who modified, and creation of and updates to:

• Billing Cycle Day of Week
• Billing Cycle Frequency
• Billing Cycle Start Date
• Default Payment Method
• Direct Debit
• Payment Method Type
• Payment Method Expiry Date

Report Example

This is an example of the Edits to Billing PDF Report for an individual account.

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