Explain the amount.
Keep the itemised charges, discounts, due date and current invoice balance together.
Explore student invoicingA clearer record for the next conversation
For
finance teams
Understand the charge.
Follow the money received.
Keep the invoice, receipt and student balance connected. Give the team a useful record to review, a clear amount to explain and the relevant campus context for the work.
Itemised invoicesRecorded receiptsStudent accounts
A useful record has several parts
What was charged.
What was received.
What remains to settle.
Follow what was recorded.
Review the payment date, amount, method and reference connected to the invoice.
Explore payments & balancesSee the next conversation clearly.
Return to outstanding invoice amounts, dated account entries and available academy credit.
Explore finance reportsA dependable account routine
Find the student.
Follow the entries.
Know the next step.
A student statement brings the dated invoice-account entries into view, with the outstanding amount and available credit shown in their own context.
- Start with the record.Find the student and open the invoices or entries behind the account.
- Review the settlement.Check the recorded receipts, applied amounts and permitted credit activity.
- Keep the follow-up clear.Use the running statement and supporting references to explain the remaining balance.
Connect the routine without losing the detail
From regular charges
to a finance view you can use.
Reusable charges
Start from a useful fee catalogue.
Keep named school charges available for careful invoice preparation.
Regular billingGive repeat invoices a clear rhythm.
Use a reviewed template, supported interval and future-run view.
Payment reviewKeep submissions and receipts accountable.
Use the permitted review and recording actions, with the original record retained through later adjustments.
ReportingRead the figures in context.
Use selected-period collections, current aging and available CSV exports for financial follow-up.
Keeping the finance record useful
How do permissions, payments and balances fit together?
Understand the account context and the actions available to the finance team.
Does the finance team see every campus?
The Finance role uses assigned-campus scope. Views and actions follow the campuses and finance permissions granted to the account.
Can staff review payments and manage academy credit?
Payment review, recorded receipts, credit allocations and permitted refund or reversal entries use explicit finance permissions. The original receipt and subsequent adjustments keep their own records.
Does recording a payment move money through a bank?
AcademySystem records received payments and the review of supported payment submissions. Invoice generation, receipt recording and account adjustments describe the school’s financial record; they do not perform automatic bank collection.
Are current balances and period receipts the same kind of figure?
Current balances show what remains outstanding on invoices. Period receipts follow the selected payment dates and are net of recorded refunds and corrections where stated; internal credit allocations stay outside the money-received figure.
Does a finance role grant access to academic report content?
Academic results and reporting use their own permissions and responsibilities. Finance access provides the financial work assigned to the account and does not by itself grant academic-report access.
Keep exploring
One school. More connected possibilities.
For finance teams
Give every finance conversation a clearer record.
Connect the charge, received payment and remaining account balance.