Manage Student Billing

Everything financial for a single student lives on the Billing tab of their profile.

Open a student's billing

1. Go to Operations → Students and click the student.
2. Click the Billing tab.

At the top you'll see their account balance, then cards summarizing their memberships (total, active, expiring, needs attention).

What's inside

Section	What it shows
Memberships	Their recurring plans. Add, edit, freeze, or cancel here. See Start a Membership.
Payment Methods	The card on file and any saved addresses.
Invoices	Open invoices (billing periods awaiting payment) and product purchases.
Account History	A running ledger of charges, payments, and credits.
Credits	Wallet credit the student can use toward future charges.

See and settle open invoices

1. On the Billing tab, open Invoices and choose Open Invoices.
2. Each row is a membership billing period that still needs payment.
3. When you have collected the payment (cash, check, etc.), click Mark as Paid and confirm the amount and date.

Overpayments become credit

If a payment is more than the balance, the extra can be applied to the student's wallet as credit.

Academy-wide views

• Billing → Memberships — all memberships, with retry-all-failed.
• Billing → Pending Collections — manual memberships waiting for payment confirmation.
• Billing → Transactions — every payment recorded.
• Billing → Ledger — the full fund ledger.

Next steps

• Set Up Your Payment Gateway
• Manual Payment Processing