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Outstanding Balances

Balances still due by learner after invoicing. Export or print for office follow-up; post payments when families settle.

Who can use this​

  • FINANCE
  • ADMIN

Path​

/finance/reports/outstanding

Dependencies​

  • Invoices must exist from Generate Invoices; an empty list often means billing never ran for the filtered class/term.
  • Use Defaulters when you need past-due only (due date passed), not every open balance.

Screenshot​

Outstanding Balances desktop

Outstanding Balances mobile

Steps​

  1. Open Outstanding Balances at /finance/reports/outstanding as FINANCE.
  2. Search balances; narrow by class/filters so the list matches the chase list for today.
  3. Use Configure columns to show admission, class, billed, paid, and balance as needed.
  4. Download CSV or Print for office/SMS planning outside the app.
  5. When a family pays at the counter, open Record Payment (hint link on this page) rather than editing balances by hand.

Fields and actions​

  • Search balances…
  • Filters / Configure columns
  • Download CSV / Print
  • Columns typically include student, class, billed, outstanding / balance
  • Hint link to Record payment

Common mistakes​

  • Assuming nobody owes when filters hide the billed term
  • Using Outstanding when you meant Defaulters (past-due only)
  • Including reversed receipts in a manual spreadsheet total
  • Chasing Alumni rows that should not be billed as active