Understand the Billing and Fees Dashboard
Overview
The Billing and Fees Dashboard provides a summary of your institution's fee collection status. It displays key financial metrics, collection trends, overdue balances, and payment insights, helping administrators monitor billing activities and identify outstanding payments.
Navigate to the Billing and Fees Dashboard
The dashboard displays collection summaries, charts, and payment analytics for the selected period.
Review the Collection Summary
At the top of the dashboard, three summary cards provide an overview of fee collections.
Collected Since
Displays the total amount collected since the beginning of the selected year.
Use this card to monitor the institution's total fee collections.
Overdue
Displays the total amount of overdue fees that remain unpaid.
Use this information to identify outstanding balances requiring follow-up.
Due in Next
Displays the amount due within the selected number of days.
Use the drop-down list to change the upcoming due period (for example, 30, 60, or 90 days).
Review Monthly Collection History and Projections
The Monthly Collection History and Projections chart displays fee collections throughout the selected year.
Use the navigation arrows to move between years.
The chart categorizes billing data into:
- Collected – Successfully received payments.
- Overdue – Payments that have passed their due date.
- Due – Upcoming payments that are not yet overdue.
This chart helps administrators compare monthly collection performance and identify trends over time.
Review Collection by Fee Type
The Total Collection by Fee Type chart displays the distribution of collections across different fee categories.
Examples include:
- Tuition
- Admission Fees
- Library Fees
- Other fee types configured by the institution
Use this chart to understand which fee categories contribute most to total collections.
Review Overdue Amounts
The Overdue Amounts chart groups outstanding balances based on how long they have remained overdue.
Typical aging categories include:
- Less than 30 Days
- 30 Days
- 60 Days
- 90+ Days
This information helps prioritize collection efforts for long-overdue payments.
Review Collection by Payment Method
The Total Collection by Payment Method chart summarizes payments received through different payment methods.
Depending on your institution's configuration, payment methods may include:
- Online Payment
- Deposit
- Debit Card
- Check
- Other configured payment methods
Use this chart to analyze how payments are being received and identify the most commonly used payment methods.
Tips
- Review the dashboard regularly to monitor collection performance.
- Use overdue information to identify accounts requiring follow-up.
- Compare monthly trends to evaluate billing and collection effectiveness.
- Analyze fee type and payment method distributions to support financial planning.
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