We’re excited to introduce new School Portal features that give you more visibility into your organization’s financial activity with Climb.
With these updates, you can now view:
Invoices owed and paid to Climb
Payments your organization has received from Climb
These enhancements are designed to help your team manage funds and maintain transparency across all financial transactions.
Viewing Invoices
You can now view all invoices owed and paid to Climb directly in your School Portal.
Log into your School Portal.
Click your Account menu in the upper right-hand corner.
Select Billing.
On the Billing page, you’ll see:
A list of all open and historical invoices
The ability to sort, filter, and export data
Clickable invoices for more detailed breakdowns of each charge
Viewing Payments (“Money In”)
You can also view all payments your organization has received from Climb.
In the left-hand navigation menu, click Money in under Money movement.
You’ll see all completed transactions along with their dates, amounts, and categories.
Use the Filters or Download options to sort or export this data for your records.
Exporting Data
For additional information or record keeping, both the Billing and Money in tables can be exported:
Click Download at the top of each table to export the data.
We’d Love Your Feedback
We hope these new features make managing invoices and payments easier and more transparent.
If you have feedback or questions, please contact your Climb representative or reach out to our support team.