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An account is who you bill: students take the lessons, the account gets the invoice. See Accounts and students for the model.

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Create or edit an account

1

Open the accounts list

Go to Finances → Accounts, then click New account. To edit an existing one, open it from the list and choose Edit.
2

Name it (optional)

Give the account a Name, for example Chen family. You can leave it blank: a single-student account is named after the student automatically.
3

Add students

Use the Students picker to add one or more students. Adding a student suggests their primary contact as a billing recipient, so a typical account fills itself in.
4

Set billing recipients

Under Billing recipients, choose the contacts who should receive this account’s invoices, adjusting the suggestions as needed.
5

Pick the billing cycle

Billing cycle decides how often this account’s charges collect into an invoice: Use studio default, or its own Daily, Weekly, or Monthly. See Automated billing.
6

Save

Click Save. A new account opens straight to its page.
Removing a student from an account drops any billing recipient that only that student backed. A recipient shared by another student on the account stays.

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Find an account

On Finances → Accounts, the tabs filter by standing:
  • All: every account.
  • Owes: accounts with an outstanding balance.
  • In credit: accounts holding money they don’t owe.
Search by account name to jump straight to one. Click any row to open its page.

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The account page

Open an account for its standing, its billing setup, and its history in one place:
  • Balance: the account’s current standing, labelled Outstanding or In credit. Its header carries the everyday actions: Generate invoice, Record payment, and Issue refund (which appears only when the account is in credit). Below the balance, the credit row reads $X available or No credit. Click it to issue a credit or see its history.
  • Students: everyone billed through this account.
  • Billing recipients: the contacts who receive this account’s invoices, with their email.
  • Billing: the account’s cycle (Bills monthly · next ≈ …) and its attached recurring charges. Attach one here; see Set up recurring charges.
Alongside, the Invoices tab lists every invoice billed to this account, any status, and the Transactions tab is the account’s full money record: every charge, payment, credit, and refund, filterable by student. If the account has a problem worth your attention, a warning shows at the top: no billing recipient with an email, or an invoice that keeps failing to send.

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FAQ

Owes means the account has an outstanding balance: money still due. In credit means it’s holding money it doesn’t owe, usually from an overpayment. You can return that with a refund.
No, every student gets one the moment you add them; see Accounts and students.