Read the financial overview

Revenue, outstanding balances, paid records and the analytics behind them — and why an invoice-only learner can owe money without a ledger record.

1. Open Administration → Financial. Read Total Revenue, Outstanding, Paid Records and Average Record Fee. Outstanding includes collectable invoice balances even for learners with no editable financial record; the caption states the separate invoice-only amount and count. Paid and cancelled invoices do not contribute.
2. Search by learner name, ID or programme. The cards, the Financial Records table, Recent Payments and Financial Analytics all follow the same search.
3. Combine All Programmes, All Payments and All Status. The Status filter applies to financial records only, because invoices do not have a financial-lifecycle status.
4. Select Financial Analytics for Revenue Over Time, Payment Status Distribution, Outstanding by Programme and Financial Status Breakdown.