This guide introduces the new Billing Alerts & Reminders feature within Playground’s billing system. It’s designed to help administrators stay proactive by highlighting billing plans that are ending soon, flagging students without active plans, and enabling quick action directly from the Payments homepage.
You’ll learn how to customize alert criteria, extend or modify billing plans (including for age-based transitions), and apply filters such as classroom or age to streamline your view. This update is built to reduce manual tracking and ensure every student is accounted for in your billing setup.
Navigate to Payments Homepage
From your Admin Dashboard, navigate to Billings tab on the left-hand side.
Click Overview.
The payments homepage will pop-up with Billing alerts and a table will appear with a list of students.
Customize Your Table
Navigate to the gear ⚙️ icon on the right side of the table.
Click on ⚙️ to open up the column.
Click on the eyeball to hide preferred columns.
Click on the eyelash to make preferred columns visible.
💡 These column settings are unique to the user and won't reflect on other screens that are signed in.
Set the Criteria
On the right hand side, click on 1 debit or fewer to open up the menu.
Choose from the options to set the criteria for the table.
💡The 1 debit or fewer criteria is set automatically.
Add Filters
On the right hand side, you can filter the Billing alerts table.
There are three filter options.
Classrooms | View students in specific classrooms. |
Status | View students with an active or inactive status. |
Programs | View students in specific programs. |
💡There is an automatic filter set to only show Active Students.
Easily Extend Billing Plans (or add new ones)
Click on the ellipsis (...) all the way to the right-side of students name.
Click Extend billing plan.
The Extend billing plan menu will pop-up.
Click on the blue Edit button to make changes to the Debit item.
Select a date for the new debit to post.
Select a date for when the last debit will be due.
The amount of new debits that will be created will display at the bottom.
Click Extend billing plan.
Change Billing Frequencies in Bulk
Click on the blue Create debits button.
The Add students menu will appear.
Use the search bar to locate students.
If selecting all students, click the box on the left side of First name
When students are located, click on the box on the left side of their name to select them.
Click Edit billing frequency.
Select billing frequency.
You can set the frequency to Weekly or Monthly.
Click Update.
💡If you wish to notify guardians of any changes made, click on the box on the right side next to Send guardians notification