At present, I have to print out the monthly details, then manually record payments made, any carryover balances, and calculate the total due or credit. This process is time-consuming and does not present professionally for families.

Additionally, I’ve noticed that items with a zero balance still appear on the parent billing details, which adds unnecessary clutter and can be confusing. I have attached an example of what I currently have to do and have highlighted the field with a zero balance. It would be very helpful if these zero-balance items did not appear on the parent view.

It would also be ideal to have a single report that consolidates the monthly billing details, payments or credits applied by the family, and the total amount due or credit for the month. Implementing these changes would make the billing process much clearer, more accurate, and more professional for families and staff alike.

Example of Adju...

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