Student Balances
The Student Balances section in Illumine gives you a quick overview of each studentâs billing and payment status. You can see what has been invoiced, what has been paid, what is still due, or what is available as credit or deposit.
How to Access
Go to Billing & Accounting â Student Balances.
The page has three main sections:
Student Balances â View overall billing and outstanding amounts.
Credit Balance â Manage extra credit available on a studentâs account.
Deposit â Track security deposits or advance payments.
1. Student Balances
The Student Balances tab provides an overview of student billing.
Summary Cards
You can quickly view:
Invoiced Amount â Total amount billed.
Paid Amount â Total payments received.
Balance Amount â Total amount still unpaid.
The table also shows each studentâs:
Name
Invoiced amount
Paid amount
Balance amount
Credit balance, if applicable
Filters
Use the available filters to find specific records:
Time range
Rooms
Groups
Programs
Status
You can also click Create Invoice to create an invoice directly from this page.
2. Credit Balance
The Credit Balance tab shows extra funds available in a studentâs account.
You can add a credit balance for multiple students at once or add credit for a specific student.
Multiple Students: Select multiple students when adding the same credit.
Specific Student: Select only the student who should receive the credit.
This makes it easy to manage credits based on your centerâs needs.
You Can View
Total credit issued
Credit used
Credit refunded
Remaining credit
How to Add Credits
Go to Tuition & Billing â Student Balances â Choose the student
Choose Credit balance, and click Add Credit Balance.
Enter the:
Credit Amount
Date
Approved By
Reason (optional)
Select the option to email the credit note to the parent and admin, if needed.
Select the student(s).
Click Submit.
The credit will then appear on the Credits page.
From there, you can filter records, view a studentâs billing details, add or refund credit, and check credit history.
You can also add credit and view credit history.
3. Deposits
The Deposit tab helps you track security deposits or advance payments from parents.
You Can View
Deposit issued
Deposit used
Deposit refunded
Remaining deposit
Amount transferred to credit
How to Add a Deposit
Go to Billing & Accounting â Student Balances â Deposits.
Click Add Deposit.
Enter the:
Deposit Amount
Date
Approved By
Description (optional)
Select the student(s).
Click Submit.
You can manage deposits from the Deposits page, including viewing deposit history and processing refunds.
Why Use Student Balances?
The Student Balances section makes it easier to:
Track outstanding payments
Monitor collections
Manage student credits
Track deposits
Review each studentâs financial information
Reduce manual calculations
Quick Summary
Section | Purpose |
Student Balances | View invoices, payments, and outstanding balances |
Credit Balance | Manage extra funds available on an account |
Deposit | Track security deposits and advance payments |
Together, these sections give you a complete view of each studentâs financial records in Illumine.