💰 Billing & Invoices
Dues and upcoming renewals
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The dues page
CRM → Dues: every parent with unpaid amounts — total, invoice count, and the oldest due date, sorted by priority.
📸 Screenshot needed: The dues page: parents with total outstanding and invoice counts.
Upcoming renewals
The invoices page has an “Upcoming renewals” section: monthly subscriptions renewing within days with no invoice for the new cycle yet. From there:
- Generate the invoice immediately instead of waiting for the automatic run.
- Consolidated invoice 👨👩👧 for a parent with several renewing children — one invoice, one line per student.
📸 Screenshot needed: The upcoming-renewals section: subscription rows with renewal dates plus generate and consolidated buttons.
A suggested rhythm
Daily: check “Ready to send” and message the new ones. Weekly: open “Dues” and chase the oldest — messaging happens from the same page.