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How to Access the Billing Dashboard

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Kicksite offers the ability to process credit and bank transactions to easily manage payments for clients.

Click the following link to watch the video about the Billing Dashboard.

First Steps

First, you need to request billing before you can reach the Billing Dashboard page.

 

To access your billing dashboard:

From within Kicksite, click on Billing in the top-left side. Alternatively, click Quick Links in the left sidebar, and then under Billing/Finance, click Billing Dashboard.

The dashboard is the first place to reference to find any indications of billing concerns or recurring billing completion history.

The billing dashboard has six sections:

    • Unpaid Students
    • Inactive Unpaid Recurring Billings
    • Soon to Expire
    • Recurring Billings Ending in 30 Days
    • Recurring Billings with No Vault Items
    • Completed Recurring Billings

What’s Next?

​If you haven’t already, send your students (and their parents) a Vault Item invitation so they can enter their payment information. Then you can set up recurring billing.