Playground makes it incredibly easy to track all charges posted, discounted, and coming due. There are different views to see how much has been billed and how much is coming due in total and per student. Additionally, this article covers how to see what billing plans are coming to an end and how to make sure all students have active billing plans.
Statements tab
This view shows all charges posted or scheduled to post to a student's balance. This view is great for seeing balances summarized per student. For itemized breakdowns of each transaction, read below about the Transactions tab.
At the top of the statements tab, filter by All statements, Unpaid, Overdue, and Family statements.
All statements | List of all students. |
Unpaid | List of any students with unpaid balances that are either due soon or overdue. |
Overdue | List of any students with overdue balances. |
Family statements | List of all balances grouped by families. This combines multiple siblings into one family row. |
Under All statements, aggregated stats to provide high level insights into your families' billing account health
Amount currently due | Total amount posted to family accounts, that hasn't been paid yet. This includes overdue amounts. |
Amount overdue | Sum of all overdue balances. |
Autopay enabled | Percentage of active students with a guardian that has autopay enabled. Inactive students are and those exempt from autopay are excluded from the total. A split family with only one group enabled is counted as 0.5. |
Breakdown of a student row
The following table explains the financial information that can be pulled into this view. This view is typically used to quickly identify any issues with autopay, balances, and charges. This view makes it incredibly easy to see information like upcoming due dates or most recent payments. Billing administrators can also use filters to view students based on their classrooms, programs, status, and autopay status.
Name | Student's name |
Status | Current balance status ( |
Total charged | Sum of total charges on the student's balance, including both posted and unposted charges. |
Total paid | Sum of total amount paid, including both online and offline payments. |
Balance | Current balance, only includes charges posted for the current billing period. |
Balance (period) | Balance for the current billing period, including unposted amounts for the current period. |
Overdue | Total amount past due. |
Autopay | Autopay status (
Learn more about managing autopay |
Actions | Click the ellipses (. . .) to access the following actions:
|
Optional table headers below | Add by clicking the ⚙️ icon to add & reorder additional table headers |
Next autopay | Next date autopay runs for that student's balance, will run for the period balance. Runs for anything posted to the balance. |
Next due date | Next charge due date. If there are no charges due in the future, it will show up empty as a dash |
Next post date | Next post date. If there are no charges set to post in the future, it will show up empty as a dash |
Last due date | Most recent date a charge was due. Used to help determine when the last charge was due for a child. If a child was never billed, it will show up empty with a dash |
Last post date | Most recent date a charge was posted. Used to help determine when the last charge was posted for a child. If a child was never billed, it will show up empty with a dash |
Last payment | Most recent payment transaction date and useful to see if a child has ever made a payment. |
Debit Transactions
The debit transactions view on the Transactions tab, will show administrators the total amount billed, discounted, and due for the given date range. This view can also be filtered by classrooms, programs, and due date ranges.
While the Statements tab is helpful for identifying student balances, the Transactions tab is helpful for seeing all charges posted to student balances.
Under Debits, aggregated stats to provide high level insights into total charges, total credits, and total amount due for the filtered date range.
Total Charges | Total amount posted to family accounts, that hasn't been paid yet. This includes overdue amounts. |
Total Credits | Total amount discounted. |
Amount Due | Total amount due from families. |
Breakdown of a student row
This view is typically used to view individual charges created and makes it easy to view upcoming billing plans along with individual charges. It makes it easy to view charge & discount amounts, invoice date, due date, service dates, and GL code. Billing administrators can also use filters to view students based on their classrooms, programs, due dates.
Item | Charge name |
Debit | Charge amount, will add to the student balance as a debit |
Discount | Discount amount, will deduct from the student balance as a credit |
Invoice Date | Date the charge is posted to the balance and becomes visible to the family |
Date Due | Date the charge amount is due |
Optional table headers below | Add by clicking the ⚙️ icon to add & reorder additional table headers |
Discount Name | Will show up if any discounts are applied |
Discount Description | Will show up if any discounts are applied and have descriptions added |
Service Start | Will show up if service start date is added. Represents the first date of service the charge is for. |
Service End | Will show up if service end date is added. Represents the last date of service the charge is for. |
GL Code | Will show up if the charge has an associated general ledger code |