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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

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

Opening an account shows its standing on the left and its invoices on the right. Left-side cards:
  • 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.
The right pane lists every invoice billed to this account, any status. Click a row to open it.

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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 an account the moment you add them. Create one here only to bill several students together under a single payer.
On the account page: balance on the left, invoices on the right. The student profile doesn’t carry a personal balance; see Accounts and students.