How can I quickly identify families with a credit balance?

I need to issue refunds for all the over payments for the past school year.

Article Number: 118502

Products:

Blackbaud_Smart_Tuition

To view the accounts with over payments, you can run the Aging Report. The Aging Report will provide you with a list of all accounts and the status of their balance. This report runs in real-time, so it is the most up-to-date report.

Login to https://school.smarttuition.com
Select the applicable school year
Click on the Reports tab at the top of the page
Select Aging Report under Cashflow
Click on Include Accounts with Current Balances
Select the format (PDF if printing or Excel for filtering)

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