What to do when a Parent/Guardian is questioning a charge, how do I research it?

From your DASHBOARD, Click "FRONT DESK"

Click "DIRECTORY"

Find the Guardian name or type in Guardian name.

Click Guardian's Name

Click "Finance"

From within Finance, you can Click "INVOICES" to see a list of their previous transactions.

Click the "+" button to expand the transactions for more details.

In Finances you can also Click "SCHEDULED" to see any upcoming scheduled payments the guardian might have.

In Finances, if you Click "PAYSIMPLE" you can see all the transaction that have been attempted.

Under the Status column it will show you if the transaction was Settled or Declined.