An account in Cadence Calendar represents a family or household record. It ties together the people who pay, the students who are enrolled, and the billing history that keeps everything organized.
Use the Accounts area whenn yoyou wantnt to mmanage the funage the full financial and contact picture for a ffamily.
An account can include:
primary and secondary contact details
one or more students
invoices and payment history
charges, payments, and balance history
account portal access and settings
auto-invoicing preferences
auto-pay subscriptions
recurring charge schedules
a saved card on file for auto-charging invoices
The Accounts area is where you go when you need to:
review the current balance
open invoices and payment history
check the transaction ledger
edit contact details
review students tied to the family
manage portal settings
set up or manage Auto-Pay
review recurring charges
manage the saved card used to auto-charge invoices
The balance shows what the family currently owes after charges and payments are applied.
Auto-Pay lets you collect a fixed monthly payment through Stripe. It is useful when the same family should be billed automatically each month instead of paying invoice by invoice.
Recurring charges are scheduled charge templates that can be finite or indefinite. They are useful for tuition, studio fees, and any repeating billing pattern that should appear on the account over time.
If the account has saved a card with Stripe, the account page shows the card brand and last 4 digits, along with the status of any invoices that were auto-charged, such as payment attempts, failures, and the next retry date. You can remove the saved card at any time.
Accounts also connect to the family portal. From there, you can control what families can see and do, such as:
viewing invoices
seeing payment history
checking lessons and calendar items
reading shared notes or documents
editing allowed contact details
If you are trying to understand a family account, start with the balance and then work outward:
check the invoice history if you want to see what was sent
check transactions if you want to see what changed the balance
check Auto-Pay if payments should be happening automatically
check Recurring Charges if you expect future scheduled charges
check the card on file status if you expect an invoice to be auto-charged
Account balance
View transaction history
Charges and payments explained
Auto-Pay
Recurring Charges
How families pay online
Auto-charge invoices with a saved card
An account can include:
primary and secondary contact details
one or more students
invoices and payment history
charges, payments, and balance history
account portal access and settings
auto-invoicing preferences
auto-pay subscriptions
recurring charge schedules
The Accounts area is where you go when you need to:
review the current balance
open invoices and payment history
check the transaction ledger
edit contact details
review students tied to the family
manage portal settings
set up or manage Auto-Pay
review recurring charges
Each account page has an Add button near the top of the page. Click it to open a menu with shortcuts to:
Payment: record a payment for this account
Charge: create a charge for this account
Invoice: start a new invoice with this account already selected
These shortcuts save you from having to search for the account again on the Transactions or Invoices pages, since the account is carried over automatically.
The balance shows what the family currently owes after charges and payments are applied.
Auto-Pay lets you collect a fixed monthly payment through Stripe. It is useful when the same family should be billed automatically each month instead of paying invoice by invoice.
Recurring charges are scheduled charge templates that can be finite or indefinite. They are useful for tuition, studio fees, and any repeating billing pattern that should appear on the account over time.
Accounts also connect to the family portal. From there, you can control what families can see and do, such as:
viewing invoices
seeing payment history
checking lessons and calendar items
reading shared notes or documents
editing allowed contact details
If you are trying to understand a family account, start with the balance and then work outward:
check the invoice history if you want to see what was sent
check transactions if you want to see what changed the balance
check Auto-Pay if payments should be happening automatically
check Recurring Charges if you expect future scheduled charges
Account balance
View transaction history
Charges and payments explained
Auto-Pay
Recurring Charges
How families pay online
