Audit Reports for Scheduling and Billing
Audit Reports for Scheduling and Billing
The purpose of the Audit Reports is to allow you to understand what is Scheduling and Billing and Audit for mistakes.
You can see which Scheduled Lessons and Groups/Classes are attached to billing plans and edit them if they are incorrect.
The Billing Report:
See what recurring or booked billing is scheduled and retry billing if there was a batch failure.
The Scheduling Audit Report:
This report allows you to "Audi" your schedules to make sure they are tied properly to billing plans. If they are not, just click the edit pencil and it will take you to the schedule.
After you click "Edit" you'll be taken to the schedule.
Once at the schedule you'll notice you've been place at that actual student's lesson. Here you may edit the plan to tie the correct billing plan to the lesson.
Note: It is advised to turn the On/Off Switch to the "Off" position when making changes to scheduling to align billing plans with the correct schedule.
