Viewing Payment History

The Billing page gives you a complete view of all invoices and payments across your studio.

Finding payment information

The main Billing view shows all invoices with their current status. You can:

• Search by family name to find specific invoices
• Filter by status (All, Unpaid, Overdue, Paid) to see what needs attention
• Sort by date, amount, or family

Invoice details

Click on any invoice to see the full breakdown:

• Line items and amounts
• Issue date and due date
• Payment date (if paid)
• Payment method (Stripe, manual, etc.)

Overdue invoices

Overdue invoices appear in both the Billing page filter and the Dashboard’s Overdue Invoices widget. This makes it easy to follow up on unpaid bills.

Exporting billing data

You can export your invoice and payment data as a CSV file:

The CSV includes all invoice details — family name, amounts, dates, status, and payment info. This is useful for tax preparation or importing into accounting software.