---
title: Account Summary
slug: account-summary
docTags: 
createdAt: 2025-02-08T18:04:14.112Z
---

At the top of the Student Account tab, you’ll find an **Account Summary** of the student’s financial status. Amounts are color-coded for clarity—**red** indicates outstanding balances, while **green** represents paid amounts, credits, or a zero balance.

If the student has estimated invoices, a **Projected Balance** will also appear. This reflects the student’s current balance plus any [estimated invoice](docId\:BYOdvWi5CDb5okzhx73T4) amounts.

The Account Summary is divided into three sections:

- **Account** – Displays the total balance and any overdue amounts, categorized as 30, 60, or 90+ days past due. The Unapplied Payments field shows payments received but not yet applied to specific charges or invoices.
- **Payment Plan** – Shows balances related to active payment plans, including overdue amounts.
- **Funding** – Reflects any financial aid, scholarships, or other funding applied to the account.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Suz4eref1REFSr0bpDixk_image.png)

A **Recalculate Balances** button is also available to refresh transactions if any updates are not reflected due to out-of-order operations.