Family billing
Billing overview
Every camper and family profile includes a Billing tab, built around a single statement. There's one place to see everything owed and everything that has happened, instead of three tabs covering the same payment.
The tab holds two views: Overview, with the balance panel and the statement, and Payment methods.
The balance panel
The Balance panel at the top reads as a sum, top to bottom:
Enrollment fees - session fees and add-ons
Additional fees - taxes and convenience fees
Other charges - anything billed outside sessions and add-ons, such as transport, medical, or camper spending
Total - the charges above combined
Paid - payments received
Scholarships and credits - credits and discounts applied
Balance today - what's owed right now, before anything scheduled. It turns green when the family is in credit
Upcoming payments - everything still scheduled, with any convenience fees noted underneath
Balance after payments - what's left once those scheduled payments have gone through
A row appears only when there's something on it, so a camper with no add-ons or credits sees a shorter panel. With nothing scheduled, the last three rows become a single Balance.
An Actions menu on the panel covers everything you can do from here: take a payment, schedule payments, charge for sessions or add-ons, add a one-off charge, or add a credit or discount.
The statement
Below the balance panel, the statement has two sections.
Upcoming
Money still to come: scheduled payments and payments waiting on a check or another offline method, earliest date first. Expand a row to see what it's made of, the amount going to the balance plus any convenience fee.
Select rows to edit, split, or void several at once. A single row's menu can charge it now, edit it, split it, mark an offline payment as received, or void it. Schedule payments sits in the section header.
Activity
Settled history, newest first, with a running balance column. This replaces the separate invoice and transaction tables: every payment, charge, credit, and refund now shows in one list, and each row's menu links to its invoice or receipt where it has one, along with its full audit history.
Download the statement as a PDF or a CSV from the section header.
Voided payments sit in their own collapsed group at the foot of Activity rather than in the main list.
For voids, refunds, and payment schedules, see Managing payments.
Taking a payment
Open Actions and choose Take payment
Select the camper (when you're on a family profile)
Choose a payment method
Enter the amount
Confirm
The balance and the Activity section update as soon as the payment goes through.
Charging, crediting, and scheduling
The Actions menu is grouped by what happens to the balance:
Collect money - Take payment, Schedule payments, and Payment plan
Add a charge - Sessions, Add-ons, and One-off charge
Reduce the balance - Credit or discount
Charging for sessions or add-ons lets you choose whether to add it to the balance or collect it right away. Add-ons appears on a camper's billing tab when the season has add-ons available to them.
Credit or discount opens the same sheet as a charge, set up for money coming off the balance: courtesy discounts, scholarships, and corrections.
Charges and credits appear in Activity straight away, with the balance updated to match.