Monitor upcoming and posted charges

Last updated: August 28, 2026

Scheduled Billing posts charges automatically, so most days your job is watching, not doing. Use the Billing Schedules workspace, the student profile, and Finance > Transactions to see what is coming and what has already posted.

 

Schedules tab

The Schedules tab answers the question: What plans do we have?

Each row shows a schedule with its Name, Cycle, Type (Transaction or Fee Payment), Amount, Frequency, Status, Start Date, End Date, and Assignments count. Enable Show Completed Billing Schedules to include schedules with an Ended status.

Billing Schedules list showing the Schedules tab with schedule name, cycle, type, amount, frequency, status, start date, end date, and assignments columns
 

Assignments tab

The Assignments tab answers the question: Who is being billed?

It lists every resident-schedule pairing across all plans, with Total, Remaining balance, Pending payment count, Status, and Created date. Use Filters or the column filters to narrow by schedule, cycle, or student.

Billing Assignments tab showing resident-schedule pairings with total, remaining balance, pending count, status, and created date

 

Occurrences tab

The Occurrences tab answers the question: Which individual charges exist?

It lists every charge across all schedules with its Schedule, Cycle, Assignee, Scheduled date, Amount, Status, and Processed date. Filter by status to find anything Pending, Skipped, Failed, Completed, or Cancelled.

Scheduled Occurrences tab showing individual charges with schedule, cycle, assignee, scheduled date, amount, status, and processed date

 

Calendar view

Switch the toggle from List to Calendar for a month grid of upcoming billing rounds.

Each event shows the schedule name and round amount. The right rail shows a Next Round countdown with the date and a Schedules this week summary. Use the schedule checklist (Select all / Clear all) to control which plans display on the grid.

Calendar view showing multiple schedule events and the schedule checklist with select all and clear all controls

 

Click an event to open its popover. The popover shows the round total, per-assignment amount, cycle, frequency, assignment count and type, status, and chips for the next round dates. Click Schedule details to jump to the schedule.

Calendar event popover showing schedule details, round total, per-assignment amount, next round date chips, and schedule details button

 

Student balance view

The Scheduled billing card on a student's balance detail view summarizes everything for that student.

It shows the total remaining with a percent-paid bar, the next occurrence (date, amount, and schedule), occurrence counts (paid, skip, pending), and a row per schedule with Paid, Remaining, Starts and Ends dates, and a View details link to the full assignment.

Student Scheduled billing card showing total remaining, next occurrence, occurrence counts, and schedule details

 

The profile's Recent activity card lists the latest scheduled billing events.

Student Recent activity card showing scheduled billing events and an open timeline link

 

Click the Open timeline link to see the full audit trail.

Recent activity card highlighting the Open timeline link to the full audit trail

 

Trace a posted charge in transactions

Every completed occurrence links to its transaction (TXN #). In the other direction, scheduled charges appear in Finance > Transactions like any other charge, with their effective date, amount, charge code, cycle, and issuer. Credits show as negative amounts.

Transactions list showing scheduled charges with effective date, amount, charge code, cycle, and issuer