LineLeader

There are several different reports available to help you view all of your payment, invoice, and transaction information in LineLeader's billing feature. 

To view these reports, select Billing from the Main Menu:

Within the “Billing” section of your Billing Dashboard, tap on the “Reports” tab on the top of the navigation bar.

You will now be able to browse through a variety of different reports!

Aging Report: Shows you which family members are past due on their children’s invoices with a breakdown of how behind they may be

Autopay Enrollment: This shows you which family members are enrolled in automatic payments

Family Balance: See total balances that family members currently owe.

Invoice Detail: Displays invoices issued in a certain time frame, the status of those invoices, and open balance amounts by payers. You may also use this report to quickly apply bulk subsidy payments if your center accepts them

Ledger Detail: Shows plan charges, credits, and discounts within a timeframe

Online Payments Transactions: Shows which payments were applied to specific invoices

Payouts: This shows the payouts that were initiated to your bank account

Plan Enrollments: Indicates which children are enrolled in which plans

Quickbooks Integration Log: View the log of Quickbooks integration events

Receipts: View cash, checks, and credit card transactions processed manually

Summary Report: View summary of revenue, credits, and payments by account type or classification

Invoice Credits Detail: View all credit card and ACH transaction details including charges, credits, and refunds

Upcoming Invoices: Simulate invoices that will run during a given period

- Aging Report: Shows you which family members are past due on their children’s invoices with a breakdown of how behind they may be
- Autopay Enrollment: This shows you which family members are enrolled in automatic payments 
- Family Balance: See total balances that family members currently owe. 
- Invoice Detail: Displays invoices issued in a certain time frame, the status of those invoices, and open balance amounts by payers. You may also use this report to quickly apply bulk subsidy payments if your center accepts them
- Ledger Detail: Shows plan charges, credits, and discounts within a timeframe
- Online Payments Transactions: Shows which payments were applied to specific invoices
- Payouts: This shows the payouts that were initiated to your bank account
- Plan Enrollments: Indicates which children are enrolled in which plans
- Quickbooks Integration Log: View the log of Quickbooks integration events
- Receipts: View cash, checks, and credit card transactions processed manually 
- Summary Report: View summary of revenue, credits, and payments by account type or classification
- Invoice Credits Detail: View all credit card and ACH transaction details including charges, credits, and refunds
- Upcoming Invoices: Simulate invoices that will run during a given period