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Check what a family owes

One page per family: everything invoiced, everything paid, everything credited, and what is still outstanding.

Billing & payments Front desk, finance 3 min read

When a parent asks "what do I still owe?" or "where did my credit go?", this is the page that answers it, in an order you can read out loud.

Getting there

Management → Parents, open the family, and go to their statement. You can also reach it from an invoice — View Parent Statement.

ScreenshotA parent statement showing invoices, payments and credit notes

Reading it

Every money event for that family, in date order:

| Column | What it means | |---|---| | Date | when it happened | | Type | invoice, payment, or credit note | | Detail | what it was for | | Reference | the document number | | Charged | what was added to what they owe | | Received / Credited | what came off it |

An invoice charges. A payment and a credit note both reduce — but for different reasons, and the Type column is what tells you which.

The two balances, and why they differ

from a cancelled package.

A family can have both at once, and the two do not net off automatically. Credit is applied at checkout, against a purchase — it does not quietly settle an old invoice on its own.

Money on account is not the same as spendable credit. An overpayment sits on the account; it is not a discount waiting to be used. The statement shows them separately for exactly this reason — so nobody promises a family a discount that checkout will then refuse.

Chasing what is owed

Unpaid invoices are real receivables, not reminders. To chase across the whole academy rather than one family, open Payments → Payments and start a payment without picking a parent — you get every overdue invoice in the academy.

Related: Record a payment · Find an invoice or receipt · Class credits and account credit.