Student Finance Accounts

Use the finance workspace to review student balances, charges, payments, and history.

The student finance account is the daily workspace for one student's money record.

Find A Student

Open the finance workspace, then use:

Control	Use it for
Search	Find a student by name or account details.
Balance filter	Show all, outstanding, overdue, or settled accounts.
Ordering	Sort by newest, oldest, or recently updated.

Select a student to open the account detail panel.

Metric	Meaning
Total charged	All active amounts charged to the student.
Outstanding	What is still unpaid.
Overdue	Unpaid amount past its due date.
Unpaid charges	Number of charges still open.

Use the summary first. It tells staff whether the student needs collection follow-up.

Tab	Shows
Overview	Current status, open items, and recent activity.
Charges	Registration and course charges with amount, due date, status, and outstanding balance.
Payments	Recorded payments and their allocations.
History	Full activity trail for finance actions.

Status	Meaning
Unpaid	No payment has been allocated yet.
Partially paid	Some money has been allocated, but balance remains.
Paid	Charge is fully settled.
Overdue	Charge has unpaid balance after its due date.
Fully discounted	Discount reduced the charge total to zero.
Cancelled	Charge was cancelled as a correction.