Recurring Billing Report (FIN-9)

Available formats: HTML/PDF/XLS/CSV

The Recurring Billing Report is a list of families with or without saved payment information on their accounts (as determined by your filters).

NOTE: Chosen filters that relate to enrollments will produce results that are true as of the day you generate the report.

Available filters are:

General Filters

  • PAYMENT INFORMATION STATUS: the system will only include families
    • With Payment Information – families with saved payment information on file.
    • Without Payment Information – families with no saved payment information on file.
  • RECURRING BILLING STATUS (shown only if “With Payment Information” is selected above):
    • With Recurring Billing – the option “This Payment Method is Authorized for Recurring Billing” is enabled on the family’s saved payment information.
    • Without Recurring Billing – the option “This Payment Method is Authorized for Recurring Billing” is NOT enabled on the family’s saved payment information.
  • STATUS (ENROLLMENT):
    • Currently Enrolled (Active) – Choose this option to include families/students that are enrolled in classes/camps on the “As of Date” (regardless of past or future enrollment status)
    • Enrolled in the Future (Active) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date” but are enrolled after that date.
    • Previously Enrolled (Active) – Choose this option to include families/students that are NOT enrolled in classes/camps on the “As of Date”, but were enrolled prior to that date
    • Never Enrolled – Choose this option to include families/students which have no recorded enrollments in classes/camps.
  • LOCATIONS: the system will only include families associated with the selected Location(s) in the results. (Because families are only associated with a Location when an active enrollment is present, this filter will not have any effect on the results if the STATUS (ENROLLMENT) filter is set to “Never Enrolled.”)
  • EXPIRATION MONTH (shown only if “With Payment Information” is selected): selecting a specific month will show only families whose payment method on file expires in that month.
  • EXPIRATION YEAR (shown only if “With Payment Information” is selected): selecting a specific year will show only families whose payment method on file expires in that year.

Need More Assistance?

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