The Itemized Billing feature in Kangarootime shares the individual line items each account will pay for within each billing cycle. Billing cycles have their own definitive beginning and end dates. The system will compile a list of all transactions and neatly display it on a bill for parental review and eventual payment. The itemized bill will present the subtotal of current charges plus any rolling balance/debt that needs to be paid off. This article outlines the steps to access Itemized Bills, along with an overview of their features and functionality.
Itemized Bill Overview:
How to View and Print Itemized Bills
Creating a Manual Itemized Bill
How to Locate an Itemized Bill Balance and Due Date
Viewing the Side Navigation Window
Viewing the Itemized Bill
How to View and Print Itemized Bills
- Select Families from the navigation menu
- Select Accounts
- Select the family account you wish to view
- Select Billing Tab
- Scroll to the Billing History table
- Select the individual itemized bill to open the Bill navigation window
- Select the See Details button
A pop-up window with the itemized bill will display. The bill can be exported and made available to print by selecting the printer icon.
Creating a Manual Itemized Bill
Creating a manual itemized bill can be interpreted as a "point of sale" bill, where you can select specific transactions that will appear on a bill. The bill can be exported into a PDF document and printed. This feature provides flexibility by charging or crediting a family's account before the next bill cycle.
Please note: Businesses utilizing Kangarootime's Dynamic Autopay feature may wish to wait until a billing cycle is complete (an invoice has been sent and paid) before sending a manual Itemized Bill. If a manual bill is sent after an automated bill has been sent, and the family is enrolled in autopay, the autopay process will be skipped for the cycle.
How to Create a Manual Itemized Bill
- Select Families from the navigation menu
- Select Accounts
- Select the family account you wish to view
- Select Billing
- Select Itemized Bill
- Select +Create Manual Bill button
- Select a Due Date
- Once you select a due date, all unbilled transactions will be listed
- Select the transactions you would like to have displayed on the itemized bill
- Add a Payment Due Date
- Add a Late Payment Fee (Optional)
- Select Send Bill
How to Locate an Itemized Bill Balance and Due Date
- Select Families from the navigation menu
- Select Accounts
- Select the family account you wish to view
- Select Billing Tab
- Scroll to the Billing History table
- Select the individual itemized bill to open the Bill navigation window
Viewing the Side Navigation Window
The side navigation window will display when the bill was sent, the due date, and the billing period. The window also provides a Summary of any forward balance, current charges, and bill total. The date and amount the payment must be received are listed. To access the full Itemized Bill, select the See Details button.
Information on how to waive a Late Payment Fee is available in the Billing History Overview - Family Accounts
Viewing the Itemized Bill
The itemized bill will display the center's information, including the tax ID entered in the center profiles section of Kangarootime. The bill's issue date, total amount due, and due date are available to view. The bill provides an Account Summary of any previous balance, payments, and current charges, along with the total amount due.
Current Charges of each child on the account will be listed on the lower half of the bill.
The bill can be exported and printed by selecting the printer icon on the top left of the itemized bill window.
Please contact helpdesk@kangarootime.com with any questions.