Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
Cash, not promises. Every payment record from Transition Enroll with its status. Only succeeded payments are counted in totals; failed and refunded are listed but not added.
The table
Date, amount, status, type (deposit / installment / full), method, description.
2The number cards
The cards across the top of the page, left to right.
| Card | What it counts |
|---|---|
| Collected all-time | Sum of successful payments ever. |
| Collected (this year) | Sum of successful payments since 1 January, year to date. |
| This month | Sum since the first of the month, Texas time. |
| Average payment | Collected ÷ number of successful payments. |
3Collected per month
The last 24 months, successful payments only. This is the line to compare against Monthly Stats › Tuition collected.
4Step by step
Reconcile a month
- Read Collected per month for the month.
- Compare with the Stripe payout for the same month; the difference is Stripe fees and refunds.
5If something looks wrong
A payment is missing.Payments arrive with the hourly sync. A payment made outside Transition Enroll (cash, check) is not here unless entered there.
6Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.