Customer Portal Guide
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      Tracking and Paying Invoices Through the Customer Portal

      A step-by-step guide to viewing, downloading, and paying invoices, plus tips for managing payment plans and recurring charges.

      Managing your invoices through the customer portal is easy and convenient. This guide will help you understand how to track your payments, download your invoices, and stay on top of recurring charges and payment plans.

      Viewing Invoices

      To get started with tracking your invoices:

      1. Log into the Customer Portal.
      2. Navigate to the Billing section, then click Invoices.
      3. Each invoice is clearly labeled with the date, amount, status (paid or unpaid), and due date.

      Here you can download invoices in PDF format by clicking on the Download button.

      Paying Invoices

      If you have an outstanding balance, paying an invoice is simple:

      1. In the Billing > Invoices section, locate the unpaid invoice.
      2. Click on the Pay button next to the invoice.
      3. Follow the on-screen instructions to complete the payment.

      📝 If the school has enabled AutoPay, you can save a payment card for automatic payments to avoid missing due dates.

      Managing Payment Plans

      If your school offers Payment Plans, you’ll find a dedicated section under Billing > Plans. Here you can:

      • View active and completed plans.
      • Check details like instalment amounts, due dates, and the total number of instalments.
      • If needed, make an early payment by going to Billing > Payments.

      Tracking Recurring Charges

      In addition to payment plans, some charges may recur automatically, such as monthly class fees. To monitor these:

      1. Go to the Billing > Recurring Charges tab.
      2. You’ll see a list of any ongoing charges, including:
        • Amount
        • Occurrence frequency (e.g., monthly, yearly)
        • Status (active or inactive)
        • Next due date

      This section ensures you can keep track of all repeating payments and plan your finances accordingly.

      Tips for Staying on Top of Payments

      • Enable AutoPay: Setting up AutoPay can help you avoid missed payments. <link KB once published>

      • Check regularly: Keep an eye on your Billing section for any new invoices or updates to existing ones. This will help you stay informed about upcoming payments.

      • Communicate with the school: If you need to make changes to your payment plan or have questions about an invoice, reach out to the school admin through the portal's messaging system or their contact details.

       

      By following these steps, you can efficiently manage all your invoices and payments through the customer portal, ensuring a smooth and hassle-free experience.