How to Navigate the Schedule Tab in Billing Transactions Track Filter and Export/Review Upcoming Invoices Transactions
Navigate to your Portal
2. From "Finance"
3. Click "Transactions"
4. Under "Schedules"
5. Search by the child name
6. Filter by room
7. Filter by the "Child Status"
8. You can filter by "Calculation Method" of the schedule whether actual or monthly.
9. Filter with the "Status" of the schedule
10. Click "Reset" to reset the filters to defaults.
11. This section will show you the next invoice amount based on the schedule added for the child.
12. You can export from here:
13. You can export your report in "CSV" or "Excel" Format.