Student Billing & PO Management

You're viewing a preview of Premium Vendor billing tools. Upgrade to track charter POs, generate invoices, manage charter profiles, and automate collections.

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Everything You Get with Premium Billing

All charter and PO billing features in one premium package:

Executive Finance Dashboard

Real-time KPIs — total revenue, collected, outstanding, and collection rate. Visual charter vs. private pay mix and PO status charts.

Student Billing & PO Tracking

Track PO numbers, certificates, approved amounts, and service dates. Inline editing without opening a separate modal.

Charter Profile Management

Maintain billing addresses, contacts, submission methods, payment terms, and billing schedules. CSV bulk upload for charter lists.

Charter Invoice Generation

Create versioned PDF invoices grouped by charter with line items per enrollment. Submit via email, portal, or mail.

Private Pay Invoicing via Stripe

Generate private pay PDF invoices with Stripe payment links. Payments sync automatically to enrollment balances.

Collections & Revenue Tracking

See not-invoiced classes and amounts at a glance. Record charter payments (ACH/check) and monitor collection rates.

Automated Charter Matching

Parent-entered charter names are fuzzy-matched to your charter profiles automatically. Unmatched students are flagged for review.

Sibling & Bulk Updates

Assign a charter to one sibling and auto-populate for the rest. Bulk-update PO statuses across enrollments.

Preview — sample dashboards
PRO
Executive Finance Dashboard

Executive Finance Dashboard

PRO
Student Billing & PO Tracking

Student Billing & PO Tracking

PRO
Charter Billing & Invoices

Charter Billing & Invoices

Ready to streamline your charter billing and PO management?

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