Where to Find Billing Plans

Once you've created a Billing Plan (see: How to Set Up a Billing Plan (Invoice Installments)), you can view it in two places: on a child's row in Billing, or school-wide in Upcoming Billing.

Option 1: View a Child's Billing Plans

Step 1: Go to Billing

• Click the ⚡ Lightning Bolt (Admin Superpowers)
• Select Billing — Payments, Invoices, Subscriptions

Step 2: Find the Child

• Use the search bar, or narrow the list with the filters: Classroom, Enrollment Status, Payment Method, or Payment Profile

Step 3: View Their Plans

• The Billing Plans & Subscriptions column shows each of the child's plans with its name, progress, and total amount
• Click the Billing Plans & Subscriptions section on the child's row to expand it—an overview of each of the child's Billing Plans is displayed as a timeline of installments with amounts and billing dates.
• Click a Billing Plan to open its full page for that specific product—plan details plus every invoice and its status (e.g. Invoice sent, Scheduled, Paid)

Option 2: View All Billing Plans School-Wide

Step 1: Open Upcoming Billing

• Go to Upcoming Billing and select the Billing Plans tab
• The bar at the top shows your total collected vs. planned across all plans

Step 2: Choose a View

• List: every plan grouped by In Progress, Completed, and Canceled—each row shows the child, next billing date, plan name, progress, and total
• Calendar: a month view with each day's billing total; the header shows the month's planned, collected, and awaiting-payer amounts, and clicking a day lists exactly which plans bill that day

Step 3: Find a Specific Plan

• Use the Search billing plans bar to jump straight to a child or plan