Family Accounts Overview

💻  Billing > Family Accounts

This is where your Family Accounts (Current & Previous) are managed for tracking fees and charging families. You can also access your Billing Structure settings, Set up Billing Dates, view/record Family Notes, view Bonds, and check Family Balances from this screen.

• Add and edit Family Accounts: Admin Permission
• View Balances: Admin + CCS Access

• Adding a New Family Account
• Deactivate and Reactivate Family Accounts
  
• Balance Family Accounts
• Apply Tags
• Export Famly Balances to Excel

Filter By:

• Use the filter dropdown to change between Current and Previous Families
• You can also use this selection to see a list of active families with:
• No Payment Details
• Paused Accounts
• Debt
• Credits
• Regular Debits Set
• No Debit Day
• No Billing Schedule

Select Tags:

• View a subset of families based on Tags
  
• Apply tags to a Family in the Family Account Details page
• Bulk Apply tags using the checkboxes (on the right side of the screen) and then clicking the green Tag icon at the top of the list
• Set up Family Tags by clicking the Manage Tags button in the quick links

Sort By:

• Balance +
• Balance -
• Bond +
• Bond -
• Billing Date
• Payment Method

💡 Click Get Report to apply any of the above filters!

Filter keyword...

• Search for any account, parent or child by name (min. 3 characters)
• This function will display results based on the previous filters applied (e.g. Current or Previous families)

• Click on the document icon next to each family to view their invoices (CCS Access required)
• Click on the Balance for each family to go to their Family Transactions screen (CCS Access required)
• Click on the Task/Report menu to Take a Payment, Add Credit, or Manage Bonds

Individual:

1. Click on the Family Account name
2. Start typing the name of a tag in the field or select from the dropdown list
3. Click Update Account

Bulk Apply Tags: 

1. Select Families using the checkboxes on the right side of the screen (or the very top checkbox to select all filtered)
2. Click the green Tag button at the top of the list
3. Select the Tag(s) to apply
4. Optional: Tick Override current Tags if you would like this to remove all existing tags or leave unticked to add to existing tags
5. Click Tag Selected Family

1. Enter any PREVIOUS date into the date picker - this will export the family balances as they were on that date
2. Click Export Family Balances to Excel

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