How do I peek ahead at upcoming transactions?
My Music Staff users can adjust the "Balance Date" in the "Family & Invoices" page to see a projected overview of what their families balances will look like at a certain time, or which transactions will appear in their account. By default, this is set to the "End of Month" so studios can see what they will be invoicing families for the current month.
To peek ahead at upcoming transactions, follow these steps:
- Navigate to "Families & Invoices" from the main menu on the left.
- Locate the "Balance Date" button (the calendar icon).
3. Click on the icon and select the date that you wish to view all transactions from.