Billing History Tab

The Billing History tab provides districts with a financial record of charges associated with a user. This tab is most commonly used to track costs related to device damage, loss, repairs, or other billable actions that occur over the lifecycle of a user’s assigned equipment.

Each entry in the table represents an invoice that has been generated for the user. Invoices are displayed chronologically and include the invoice number, current status, total amount, and any remaining balance. This allows staff to quickly assess whether charges are outstanding or have already been resolved.

Billing History is often referenced during incident reviews, parent communication, or administrative follow-ups when questions arise about prior charges or unpaid balances.

Invoice Status and Balances

The status shown for each invoice reflects its current payment state. Unpaid invoices indicate that a balance is still outstanding, while paid or partially paid invoices reflect amounts that have already been applied. The remaining balance column provides a clear view of what is still owed without requiring staff to open each invoice individually.

This design helps districts supports staff make informed decisions when determining next steps, such as whether additional billing actions are appropriate or if follow-up communication is needed.

Viewing and Managing Invoices

Selecting View opens the full invoice, where line-item details, charges, and payment history can be reviewed. This is commonly used when discussing charges with families or validating billing accuracy.

For users with appropriate permissions, the Edit option allows adjustments to existing invoices when corrections are required. New invoices can be created directly from this tab using the Create Invoice action, which is typically used after incidents are finalized or when charges need to be applied retroactively.

Billing records are maintained as part of the user’s permanent history, providing districts with a consistent financial audit trail that aligns billing activity with incidents, checkouts, and device assignments.