Billing Module - Dashboard 

The Billing Module Dashboard is a powerful and user-friendly interface designed to streamline and manage all billing-related activities within your system. Whether you're a finance officer, a business owner, or an administrator, this dashboard offers a comprehensive and real-time view of your organization's financial transactions, invoices, and payments. In Schoolscan we have 3 major portions in the dashboard which is

1- Billing Dashboard

2- Collection Report

3- Payment Monitoring

Each portion have different functionality and reports

To ensure data security and compliance, the dashboard only available to users with the capability to view, edit, and delete for the Billing Module. Administrators can define who can view, edit, and approve invoices, as well as access sensitive financial information. You may contact your Acccount Manager to discuss on this functionality

 Here's a detailed description of the key components and features of the Billing Module Dashboard:

1. Billing Dashboard 

The dashboard starts with an overview section , providing at-a-glance insights into the current financial status. This section displays key financial metrics such as total revenue, outstanding invoices and total rebates

Billing Statistic (4) shows the filter of the automated data in display such as the Academic Year, Billing Type, and the Billing Cycle. This can be set in the Billing Configuration. Whatever data displayed in Total Invoices (5), Billed Amounts ( 6 ), Collection ( 7 ), and Outstanding / Owing ( 8 ) will be based on the default values in the Billing Statistic. If you want to have a different view of different sets of data, you may click “ Advanced Search” and change the different data

• Invoices - shows the total number of invoices created based on the filtered data

• Billed amount - shows the total amount of billed amounts from all of the invoices

• Collection - shows the amount of revenue as per date based on the filtered data

• Oustanding / Owing - shows the amount of overdue invoices

• Rebates - total rebates were given out in that Billing  Type and Billing Cycle.

2. Collection Reports

Collection Reports gives the overview of all of the invoices issued for the students including Registration Fee, Tuition fee and etc. If user would like to filter the data according to their preference, they can click “Advanced Search” to filter the data.

They can also search for a particular invoice number or search based on the student's name to view all of the Invoices issued on them.

You may also Export the collection report into an Excel format to prepare reporting of the collection reports or if you need to work on the collection report analytics. It will also give you the overview of every single Invoice Item individually to help schools give better overview of the School Revenue

3. Payment Monitoring

Payment Monitoring gives the ability to view the list of the invoices together with the Invoice details, and real-time tracking of financial transactions, including payments made and received, along with detailed information such as date, time, amount, and methods of payment. In a glance, this dashboard will give admin the overview of invoices and payments made.

This is also very helpful for Finance to check on all the invoices created from the excel sheet because it will give the list of Invoice details as well