Balance Family Accounts

Family Accounts need to be balanced to indicate how much money is owed or in credit at a given point in time. This is known as their 'Balance Date' and is usually the end of their latest invoice/billing period.

💻BIlling > Family Accounts

1. Enter the balance date (e.g. the end of the current or next billing period)
2. Click Update Family Account Balances

➜ Guide for balancing an individual account

Accounts will be automatically balanced (rebatched) when the following updates occur:

• CCS Payments are received/retracted
• Invoices are generated
• Parent makes a payment via the app
• A payment is rejected

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