Test prep company
Westerly Crossing Test Prep · Test prep company · Raleigh, NC
Viggo Jablonski runs the program at Westerly Crossing Test Prep, a test prep company in Raleigh, and uses this to invoice every family's prep plan, record each payment and see at a glance which plans are still unpaid.
EducationBillingDashboards4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templateBilling board
Prep plansDraft3
Allegra: Private tutoring, 10 sessionsINV-26-228Giulio Marchetti-Nkemelu
Thatcher: AP exam reviewINV-26-229Oriel Paddock-Vance
Jasper: SAT 12-week courseINV-26-230Harleen Sandhu-Castellan
Sent5
Adjoa: SAT 12-week courseINV-26-223Kwabena Osei-Mensah
Ignacio: ACT 8-week courseINV-26-224Leocadia Vasquez-Whitlock
Ren: PSAT weekend bootcampINV-26-225Hisako Tanaka-Burrows
Clementine: AP exam reviewINV-26-226Rutherford Abernethy
Emre: GRE one-on-one, 8 sessionsINV-26-227Selin Demirci-Fox
Part paid5
Mio: SAT 12-week courseINV-26-218Kazuo Nakagawa-Ellery
Tobenna: AP exam reviewINV-26-219Chidinma Okonjo-Hale
Marisela: Private tutoring, 10 sessionsINV-26-220Declan Brannigan-Soto
Joaquin: PSAT weekend bootcampINV-26-221Aldonza Ferreiro
Linus: ACT 8-week courseINV-26-222Sunniva Brekke-Aldous
Overdue7
Thatcher: SAT 12-week courseINV-26-211Oriel Paddock-Vance
Jasper: ACT 8-week courseINV-26-212Harleen Sandhu-Castellan
Lucian: PSAT weekend bootcampINV-26-213Bronislawa Wojcik-Ashby
Bryony: GRE one-on-one, 8 sessionsINV-26-214Evander Quigley-Rhodes
Sipho: Private tutoring, 10 sessionsINV-26-215Thandeka Mbeki-Lorentz
2 morePaid10
Tobenna: SAT 12-week courseINV-26-201Chidinma Okonjo-Hale
Marisela: ACT 8-week courseINV-26-202Declan Brannigan-Soto
Joaquin: SAT 12-week courseINV-26-203Aldonza Ferreiro
Linus: Private tutoring, 10 sessionsINV-26-204Sunniva Brekke-Aldous
Adjoa: PSAT weekend bootcampINV-26-205Kwabena Osei-Mensah
5 moreTables
Prep plans
30 sample rows · 14 columnsOne student's prep plan from invoice to payment: the course, the fee, the tutor, the due date and what has come in.
| Prep plan | Invoice number | Family | Plan | Instructor | Billing status | Starts |
|---|---|---|---|---|---|---|
| Tobenna: SAT 12-week course | INV-26-201 | Chidinma Okonjo-Hale | SAT 12-week course | Calloway Everhart-Singh | Paid | Jul 7, 2026 |
| Marisela: ACT 8-week course | INV-26-202 | Declan Brannigan-Soto | ACT 8-week course | Aurelio Tsvetkov | Paid | Jul 18, 2026 |
| Joaquin: SAT 12-week course | INV-26-203 | Aldonza Ferreiro | SAT 12-week course | Calloway Everhart-Singh | Paid | Jul 28, 2026 |
| Linus: Private tutoring, 10 sessions | INV-26-204 | Sunniva Brekke-Aldous | Private tutoring, 10 sessions | Winnifred Ashgrove-Lam | Paid | Aug 5, 2026 |
| Adjoa: PSAT weekend bootcamp | INV-26-205 | Kwabena Osei-Mensah | PSAT weekend bootcamp | Calloway Everhart-Singh | Paid | Aug 8, 2026 |
| Ignacio: AP exam review | INV-26-206 | Leocadia Vasquez-Whitlock | AP exam review | Winnifred Ashgrove-Lam | Paid | Aug 17, 2026 |
| Ren: ACT 8-week course | INV-26-207 | Hisako Tanaka-Burrows | ACT 8-week course | Aurelio Tsvetkov | Paid | Aug 20, 2026 |
| Clementine: SAT 12-week course | INV-26-208 | Rutherford Abernethy | SAT 12-week course | Calloway Everhart-Singh | Paid | Aug 28, 2026 |
| Thatcher: SAT 12-week course | INV-26-211 | Oriel Paddock-Vance | SAT 12-week course | Calloway Everhart-Singh | Overdue | Aug 28, 2026 |
| Emre: Private tutoring, 10 sessions | INV-26-209 | Selin Demirci-Fox | Private tutoring, 10 sessions | Winnifred Ashgrove-Lam | Paid | Aug 31, 2026 |
| Jasper: ACT 8-week course | INV-26-212 | Harleen Sandhu-Castellan | ACT 8-week course | Aurelio Tsvetkov | Overdue | Sep 5, 2026 |
| Allegra: GRE one-on-one, 8 sessions | INV-26-210 | Giulio Marchetti-Nkemelu | GRE one-on-one, 8 sessions | Temperance Obuya-Reinholt | Paid | Sep 8, 2026 |
18 more rows
Families
18 sample rows · 10 columnsThe parents who enrol a student, with who to call and which plans are on their account.
| Parent or guardian | Student | Grade | Phone | Account | With us since | |
|---|---|---|---|---|---|---|
| Aldonza Ferreiro | Joaquin Ferreiro | 12th grade | (919) 555-0153 | aldonza.ferreiro@pinelandmail-net.com | Active | May 17, 2025 |
| Bronislawa Wojcik-Ashby | Lucian Wojcik-Ashby | 9th grade | (919) 555-0163 | bronislawa.wojcik@pinelandmail-net.com | Active | Dec 4, 2023 |
| Chidinma Okonjo-Hale | Tobenna Okonjo-Hale | 11th grade | (919) 555-0151 | chidinma.okonjo@pinelandmail-net.com | Active | Aug 31, 2025 |
| Declan Brannigan-Soto | Marisela Brannigan-Soto | 10th grade | (919) 555-0152 | declan.brannigan@harbourpostal-box.com | Active | Jul 9, 2025 |
| Evander Quigley-Rhodes | Bryony Quigley-Rhodes | 12th grade | (919) 555-0164 | evander.quigley@harbourpostal-box.com | Active | Oct 12, 2023 |
| Giulio Marchetti-Nkemelu | Allegra Marchetti-Nkemelu | 12th grade | (919) 555-0160 | giulio.marchetti@harbourpostal-box.com | Active | May 11, 2024 |
| Harleen Sandhu-Castellan | Jasper Sandhu-Castellan | 11th grade | (919) 555-0162 | harleen.sandhu@harbourpostal-box.com | Active | Jan 26, 2024 |
| Hisako Tanaka-Burrows | Ren Tanaka-Burrows | 9th grade | (919) 555-0157 | hisako.tanaka@pinelandmail-net.com | Active | Oct 17, 2024 |
| Kazuo Nakagawa-Ellery | Mio Nakagawa-Ellery | College (graduate prep) | (919) 555-0168 | kazuo.nakagawa@harbourpostal-box.com | Active | Mar 14, 2023 |
| Kwabena Osei-Mensah | Adjoa Osei-Mensah | 10th grade | (919) 555-0155 | kwabena.osei@pinelandmail-net.com | Active | Jan 31, 2025 |
| Leocadia Vasquez-Whitlock | Ignacio Vasquez-Whitlock | 12th grade | (919) 555-0156 | leocadia.vasquez@harbourpostal-box.com | Active | Dec 9, 2024 |
| Oriel Paddock-Vance | Thatcher Paddock-Vance | 10th grade | (919) 555-0161 | oriel.paddock@pinelandmail-net.com | Active | Mar 19, 2024 |
6 more rows
Payments
21 sample rows · 6 columnsEach payment that comes in against a prep plan, and how it was paid.
| Payment | Receipt number | Prep plan | Received | Amount | Paid by |
|---|---|---|---|---|---|
| Linus act 8-week course: deposit | PM-4121 | Linus: ACT 8-week course | Sep 27, 2026 | $575 | ACH |
| Joaquin psat weekend bootcamp: deposit | PM-4120 | Joaquin: PSAT weekend bootcamp | Sep 25, 2026 | $210 | Card |
| Marisela private tutoring: deposit | PM-4119 | Marisela: Private tutoring, 10 sessions | Sep 20, 2026 | $625 | Check |
| Allegra gre one-on-one: balance | PM-4114 | Allegra: GRE one-on-one, 8 sessions | Sep 17, 2026 | $680 | Card |
| Tobenna ap exam review: deposit | PM-4118 | Tobenna: AP exam review | Sep 17, 2026 | $345 | Card |
| Fenwick ap exam review: deposit | PM-4116 | Fenwick: AP exam review | Sep 10, 2026 | $200 | Card |
| Mio sat 12-week course: deposit | PM-4117 | Mio: SAT 12-week course | Sep 9, 2026 | $740 | Card |
| Ren act 8-week course: balance | PM-4110 | Ren: ACT 8-week course | Sep 5, 2026 | $575 | Card |
| Bryony gre one-on-one: deposit | PM-4115 | Bryony: GRE one-on-one, 8 sessions | Sep 5, 2026 | $300 | Cash |
| Allegra gre one-on-one: deposit | PM-4113 | Allegra: GRE one-on-one, 8 sessions | Sep 1, 2026 | $680 | Card |
| Emre private tutoring: payment in full | PM-4112 | Emre: Private tutoring, 10 sessions | Aug 28, 2026 | $1,250 | Card |
| Linus private tutoring: balance | PM-4106 | Linus: Private tutoring, 10 sessions | Aug 26, 2026 | $625 | Card |
9 more rows
Forms and booking
Record a payment
FormRecord a paymentThe form the front office fills in when money arrives for a prep plan.
What is the payment for? *
Which prep plan is it against? *
How much was paid? *
How did they pay?CardCheckACHCash
What day did it arrive?
Record the paymentDashboards
Billing at a glance
Prep plansFees by billing status
- Paid$11,710
- Overdue$7,710
- Part paid$4,990
- Sent$5,100
- Draft$3,420
Fees by plan
- SAT 12-week course$10,360
- ACT 8-week course$5,750
- Private tutoring, 10 sessions$6,250
- PSAT weekend bootcamp$1,680
- AP exam review$3,450
- GRE one-on-one, 8 sessions$5,440
Invoices sent each week
- Jun 28, 20261
- Jul 5, 20261
- Jul 19, 20261
- Jul 26, 20261
- Aug 2, 20262
- Aug 9, 20261
- Aug 16, 20262
- Aug 23, 20262
Collected by payment method0
Also included
- Billing boardStage rules
- Payment due soonNotificationTells the front office when a family's invoice is three days from its due date.
- Payment reminderDocumentThe polite note that goes to a family whose invoice is past due.
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