The Check Due Amounts page gives you a convenient way to monitor your clients’ billing and payment information.
You can use this page to see your clients’ account information, narrow the list by category, and open an individual client’s statement to review their payment history.
This is particularly useful for institutions that need to keep track of payments over a long period.
From the Client Accounts page, click:
Check Due Amounts
The page displays your client accounts in rows, allowing you to review their payment and due-amount information.
This gives you a central place to monitor the status of your clients’ accounts.
If you have many clients, you do not always need to view everyone at once.
At the top of the page, click:
View by Category
This allows you to filter the list and display clients belonging to a particular category or purpose.
For example, a school can use the category filter to view students belonging to a particular class or stream instead of searching through the entire client list.
This makes it easier to find the clients you are looking for.
At the far right of each client row, you will find a:
View
button.
Click View to open that client’s statement.
The statement provides a record of the client’s billing and payment activity over time.
Depending on how long the client has been using your institution’s services, the statement can provide a continuing history of their account.
A client’s statement allows you to follow the movement of their account over time.
For example, consider a student attending a school for several years.
Instead of looking at individual payment entries separately, the student’s statement provides a continuing record of their billing and payments throughout their time at the school.
This can make it easier to answer questions such as:
If a client needs a physical or printable record of their account, you can print their statement from the statement page.
This can be useful when:
The statement can therefore serve as a useful record for both the institution and the client.
You do not always have to provide statements manually.
If you want your clients to be able to check their own account information, they can create an account through the Client Portal.
They will need to use the same phone number that you entered for them in their client account.
Once their Client Portal account has been created, they can log in and view their account status and statements themselves.
This can be particularly useful for institutions with many clients because clients can check their information without having to contact the institution every time they have a question about their account.
Clients can also print their statements when needed.
For detailed instructions, see How Clients Can Access Their Statements Through the Client Portal.
Imagine a school has hundreds of students.
The administrator wants to check the payment information for students in Form 4 Red.
They can:
The same principle can be used by an estate, group, association, or other institution managing recurring payments.
You can use Check Due Amounts whenever you need to review the current status or payment history of your client accounts.
It is useful for:
The information displayed here depends on the information entered into the system.
For this reason, make sure that your client details, amounts due, purposes, and payments are entered correctly.
If a payment has been recorded against the wrong client or purpose, the client’s account and statement may not reflect the information you expect.
For instructions on recording payments, see Recording Client Payments.
For information about setting up amounts due and purposes, see Setting Up Amounts Due and Purposes.