Record the receipt
Capture the payment amount, date, method and reference against the relevant invoice.
Payments &
student balances
Know what has been received. See what remains.
Keep the money received connected to the invoice it settles. Follow receipts, remaining amounts and available student credit with a record your team can return to.
From the receipt to the student account
Follow the payment.
Keep the balance clear.
Keep credit visible
See how much was applied to the invoice and whether an overpayment created available academy credit.
Return to the history
Review payments, credit allocations and permitted adjustments without losing the original receipt.
A connected student account
See the balance.
Understand the entries.
Open the student statement to follow invoice charges and the payments or credits applied to them, with a running balance and a separate view of available academy credit.
- Find the student by name or academy ID.
- Follow dated entries back to their invoice and payment records.
- Export the invoice statement to CSV when a working copy is needed.
One connected financial journey
From the first charge
to the amount still to settle.
Keep the charge, invoice, recorded payment and remaining balance connected, so the next conversation starts with a clear record.
- 01
Define the charge
£480A named tuition fee provides the starting amount.
- 02
Prepare the invoice
£480The reviewed invoice records what is due.
- 03
Record the payment
£300The received payment is applied to the invoice.
- 04
Follow the balance
£180The remaining amount stays visible for follow-up.
For your team
A dependable record
for the next finance conversation.
Finance teams
Keep receipts and balances connected.
Record payments, review permitted submissions and follow student statements and credit.
School & branch administrators
Understand the account context.
Review invoice balances and financial history within the scope assigned to your role.
Students & families
Follow what has been recorded.
Use the available billing view to check invoices and submit payment information for the school to review.
Following the money received
How do payments, credit and corrections affect the account?
See how recorded receipts settle invoices and how your team can keep later adjustments understandable.
Can an invoice be paid in more than one payment?
Yes, when partial payments are enabled in the school’s invoice settings. Recorded payments reduce the remaining amount, and the invoice shows its current settlement status.
What happens when a payment exceeds the invoice balance?
The receipt records the amount applied to the invoice and places the overpayment into available academy credit for that student. Authorised staff can apply that credit to another invoice for the same student.
Can we correct a receipt or record a refund?
Authorised staff can reverse an incorrect entry or record a refund after money has been returned. The original receipt remains in history, with the adjustment and its reason recorded separately.
Can we export a student’s statement?
Yes. The student statement has a CSV export of dated invoice-account entries and their running balance. Outstanding invoice amounts and available academy credit are shown separately in the account view.
Keep exploring
One school. More connected possibilities.
Payments & student balances
Make the next finance conversation clearer.
Bring the receipt, student account and remaining balance into the same view.