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 plansAllegra: Private tutoring, 10 sessions
Thatcher: AP exam review
Jasper: SAT 12-week course
Adjoa: SAT 12-week course
Ignacio: ACT 8-week course
Ren: PSAT weekend bootcamp
Clementine: AP exam review
Emre: GRE one-on-one, 8 sessions
Mio: SAT 12-week course
Tobenna: AP exam review
Marisela: Private tutoring, 10 sessions
Joaquin: PSAT weekend bootcamp
Linus: ACT 8-week course
Thatcher: SAT 12-week course
Jasper: ACT 8-week course
Lucian: PSAT weekend bootcamp
Bryony: GRE one-on-one, 8 sessions
Sipho: Private tutoring, 10 sessions
Tobenna: SAT 12-week course
Marisela: ACT 8-week course
Joaquin: SAT 12-week course
Linus: Private tutoring, 10 sessions
Adjoa: PSAT weekend bootcamp
Tables
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 | Calloway Everhart-Singh | Jul 20, 2026 | ||
| Marisela: ACT 8-week course | INV-26-202 | Declan Brannigan-Soto | Aurelio Tsvetkov | Jul 31, 2026 | ||
| Joaquin: SAT 12-week course | INV-26-203 | Aldonza Ferreiro | Calloway Everhart-Singh | Aug 10, 2026 | ||
| Linus: Private tutoring, 10 sessions | INV-26-204 | Sunniva Brekke-Aldous | Winnifred Ashgrove-Lam | Aug 18, 2026 | ||
| Adjoa: PSAT weekend bootcamp | INV-26-205 | Kwabena Osei-Mensah | Calloway Everhart-Singh | Aug 21, 2026 | ||
| Ignacio: AP exam review | INV-26-206 | Leocadia Vasquez-Whitlock | Winnifred Ashgrove-Lam | Aug 30, 2026 | ||
| Ren: ACT 8-week course | INV-26-207 | Hisako Tanaka-Burrows | Aurelio Tsvetkov | Sep 2, 2026 | ||
| Clementine: SAT 12-week course | INV-26-208 | Rutherford Abernethy | Calloway Everhart-Singh | Sep 10, 2026 | ||
| Thatcher: SAT 12-week course | INV-26-211 | Oriel Paddock-Vance | Calloway Everhart-Singh | Sep 10, 2026 | ||
| Emre: Private tutoring, 10 sessions | INV-26-209 | Selin Demirci-Fox | Winnifred Ashgrove-Lam | Sep 13, 2026 | ||
| Jasper: ACT 8-week course | INV-26-212 | Harleen Sandhu-Castellan | Aurelio Tsvetkov | Sep 18, 2026 | ||
| Allegra: GRE one-on-one, 8 sessions | INV-26-210 | Giulio Marchetti-Nkemelu | Temperance Obuya-Reinholt | Sep 21, 2026 |
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 | (919) 555-0153 | aldonza.ferreiro@pinelandmail-net.com | May 30, 2025 | ||
| Bronislawa Wojcik-Ashby | Lucian Wojcik-Ashby | (919) 555-0163 | bronislawa.wojcik@pinelandmail-net.com | Dec 17, 2023 | ||
| Chidinma Okonjo-Hale | Tobenna Okonjo-Hale | (919) 555-0151 | chidinma.okonjo@pinelandmail-net.com | Sep 13, 2025 | ||
| Declan Brannigan-Soto | Marisela Brannigan-Soto | (919) 555-0152 | declan.brannigan@harbourpostal-box.com | Jul 22, 2025 | ||
| Evander Quigley-Rhodes | Bryony Quigley-Rhodes | (919) 555-0164 | evander.quigley@harbourpostal-box.com | Oct 25, 2023 | ||
| Giulio Marchetti-Nkemelu | Allegra Marchetti-Nkemelu | (919) 555-0160 | giulio.marchetti@harbourpostal-box.com | May 24, 2024 | ||
| Harleen Sandhu-Castellan | Jasper Sandhu-Castellan | (919) 555-0162 | harleen.sandhu@harbourpostal-box.com | Feb 8, 2024 | ||
| Hisako Tanaka-Burrows | Ren Tanaka-Burrows | (919) 555-0157 | hisako.tanaka@pinelandmail-net.com | Oct 30, 2024 | ||
| Kazuo Nakagawa-Ellery | Mio Nakagawa-Ellery | (919) 555-0168 | kazuo.nakagawa@harbourpostal-box.com | Mar 27, 2023 | ||
| Kwabena Osei-Mensah | Adjoa Osei-Mensah | (919) 555-0155 | kwabena.osei@pinelandmail-net.com | Feb 13, 2025 | ||
| Leocadia Vasquez-Whitlock | Ignacio Vasquez-Whitlock | (919) 555-0156 | leocadia.vasquez@harbourpostal-box.com | Dec 22, 2024 | ||
| Oriel Paddock-Vance | Thatcher Paddock-Vance | (919) 555-0161 | oriel.paddock@pinelandmail-net.com | Apr 1, 2024 |
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 | Oct 10, 2026 | $575 | |
| Joaquin psat weekend bootcamp: deposit | PM-4120 | Joaquin: PSAT weekend bootcamp | Oct 8, 2026 | $210 | |
| Marisela private tutoring: deposit | PM-4119 | Marisela: Private tutoring, 10 sessions | Oct 3, 2026 | $625 | |
| Allegra gre one-on-one: balance | PM-4114 | Allegra: GRE one-on-one, 8 sessions | Sep 30, 2026 | $680 | |
| Tobenna ap exam review: deposit | PM-4118 | Tobenna: AP exam review | Sep 30, 2026 | $345 | |
| Fenwick ap exam review: deposit | PM-4116 | Fenwick: AP exam review | Sep 23, 2026 | $200 | |
| Mio sat 12-week course: deposit | PM-4117 | Mio: SAT 12-week course | Sep 22, 2026 | $740 | |
| Ren act 8-week course: balance | PM-4110 | Ren: ACT 8-week course | Sep 18, 2026 | $575 | |
| Bryony gre one-on-one: deposit | PM-4115 | Bryony: GRE one-on-one, 8 sessions | Sep 18, 2026 | $300 | |
| Allegra gre one-on-one: deposit | PM-4113 | Allegra: GRE one-on-one, 8 sessions | Sep 14, 2026 | $680 | |
| Emre private tutoring: payment in full | PM-4112 | Emre: Private tutoring, 10 sessions | Sep 10, 2026 | $1,250 | |
| Linus private tutoring: balance | PM-4106 | Linus: Private tutoring, 10 sessions | Sep 8, 2026 | $625 |
Also included
- Billing board
- Payment due soonTells the front office when a family's invoice is three days from its due date.
- Payment reminderThe polite note that goes to a family whose invoice is past due.
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