| Date | Student | Status | Due | Invoice | Notes |
|---|
| 2026-05-01 | Charlie Huang | Partially Paid | $1975.00 | | Parents unhappy with summer-program-applications deliverable. Jon to follow up offering a possible discount AND asking whether they'd like Telos to help apply to private schools. Hold on chasing the remaining balance ($1,975 outstanding) until Jon's outreach lands. |
| 2026-05-01 | Joshua Lee | Overdue | $3900.00 | in_1TZbdPBuRKApP9iNxW3QocSg | Family confirmed no private school adds; package unchanged at $3,900 for this cycle. Draft invoice prepared in Stripe — Jon to finalize+charge once George confirms readiness. ACH on file (Bank of America ****4637). |
| 2026-05-01 | Joovy Chen | Overdue | $9125.00 | in_1ReWvkBuRKApP9iNgjgpxA1i | Family requested time before deciding next cycle. Jon to follow up ~2026-05-31 (10 days from 5/21). |
| 2026-05-27 | Khoa Dang c/o Kaitlin & Marvin Dang | Pending | $16490.00 | in_1TbV4MBuRKApP9iNiaPRjC2o | ACH charge pending. Charge ID: py_3Tch9BBuRKApP9iN171KHnhI |
| 2026-05-28 | Claire Liu | Pending | $908.33 | in_1TbrOhBuRKApP9iNxxza5eel | Backfilled from Monthly View spreadsheet 2026-05-05 |
| 2026-05-29 | Audrey Kangeun Lee | Pending | $8366.00 | in_1TcE9IBuRKApP9iNQCrpsYCB | ACH charge initiated 2026-06-01 (charge ID: py_3TcfdsBuRKApP9iN0HdBx0ws) |
| 2026-05-29 | Ruoxi Chen | Expected | $2237.50 | | Cycle 3 of 8 — Stripe send_invoice; sub sub_1TGUmwBuRKApP9iNHiLp0n0w. Auto-drafted ~7d before period end. |
| 2026-05-30 | Aylin Ahn | Pending | $4000.00 | in_1TciAmBuRKApP9iNzHDewoD4 | ACH charge pending (UC College App Package, $4,000). Payer: Helen Lee — Stripe customer is 'Helen Lee c/o Aylin Ahn' (royaylin@yahoo.com). Row was auto-created mis-titled 'Helen Lee' (parent); corrected to student Aylin Ahn 2026-06-01. |
| 2026-05-30 | Connor Nguyen | Expected | $991.67 | | |
| 2026-05-30 | Samuel Ma | Pending | $7143.00 | in_1TWl8UBuRKApP9iN05vHeKsh | |
| 2026-06-01 | Nathaniel Thomas | Expected | $750.00 | | Backfilled from Monthly View spreadsheet 2026-05-05 |
| 2026-06-01 | Natalie Kim | Pending | $366.66 | in_1TdPylBuRKApP9iNvUiA6kg4 | Final subscription charge — cancels after Jun 1 2026 per Stripe (cancellation effective Jul 1 2026). Amount trued up +$0.08 vs. Stripe display $366.66 to land 12-month contract total at $4,400.00 exactly. |
| 2026-06-01 | Logan Chow | Expected | $3752.50 | | |
| 2026-06-01 | Connor Jung | Pending | $6127.50 | in_1TdQn5BuRKApP9iNsizGAn9W | |
| 2026-06-01 | Iris Lin | Expected | $4720.00 | | |
| 2026-06-03 | Emmie Lin | Expected | $666.67 | | 9th-11th Grade (Jun 2026 – May 2029) |
| 2026-06-05 | Glenn Meyer | Expected | $2650.00 | in_1SmMUqBuRKApP9iNkUyEgKCa | Per Jon's 5/18/26 email to Suzanne Meyer: last 2 months of Glenn's payment plan (11/5 + 12/5 = $5,300) waived as a goodwill gesture. Sub now ends 11/5/26 instead of 1/5/27. No scope change to deliverables; meeting frequency may be dialed down to accommodate family time. |
| 2026-06-05 | Isabel Cho | Expected | $586.66 | | |
| 2026-06-05 | Alina Lee | Expected | $586.66 | in_1TTn4lBuRKApP9iNN6zOhkC0 | |
| 2026-06-08 | Sarah Chen | Expected | $1993.75 | | |
| 2026-06-10 | Nikko Napiah | Expected | $1491.67 | | |
| 2026-06-14 | Braden Pharris | Expected | $2558.33 | | Installment 2 of 6 — 6x$2,558.33 monthly installments — Essentials Plus Consulting ($6,450) + 12th-Grade Applications ($8,900) = $15,350. ACH via send_invoice; auto-flips to charge_automatically after first paid (n8n wf PR5hTgW4Bvbdqu4a). Schedule sub_sched_1TX6VhBuRKApP9iNJiMs8OIw. Program: May 2026 – May 2027. |
| 2026-06-14 | Joey Lee | Expected | $973.35 | | |
| 2026-06-17 | Haichen Gao | Expected | $2115.28 | | |
| 2026-06-21 | Jacqueline Tan | Expected | $908.33 | | |
| 2026-06-24 | Tanusha Shanbhag | Expected | $955.21 | | |
| 2026-06-25 | Jack Lee | Expected | $395.90 | | |
| 2026-06-26 | Arusha Das | Expected | $1491.66 | | Backfilled from Monthly View spreadsheet 2026-05-05 |
| 2026-06-26 | Jade Yang | Expected | $13000.00 | | |
| 2026-06-27 | Claire Liu | Expected | $1075.00 | | Backfilled from Monthly View spreadsheet 2026-05-05 |
| 2026-06-28 | Ruoxi Chen | Expected | $2237.50 | | Backfilled from Monthly View spreadsheet 2026-05-05 |
| 2026-06-30 | Connor Nguyen | Expected | $1116.67 | | |
| 2026-07-01 | Seydee Kim | Expected | $7110.00 | | |
| 2026-07-01 | Edward Pan | Expected | $12513.00 | | |
| 2026-07-01 | Daniel Kao | Expected | $10000.00 | | Payment delayed 1 month at client request (6/1 -> 7/1). Stripe subscription schedule sub_sched_1TZOviBuRKApP9iNIVyOCJXq start shifted to 2026-07-01. |
| 2026-07-01 | Abby Chang | Expected | $8393.00 | | Family pays by CHECK and explicitly does NOT want bank account/payment method saved with us. Stripe sub set to send_invoice — Stripe will email the invoice and Jon marks it Paid out of band when the check clears. Do NOT switch back to charge_automatically. Per Jeremiah 5/21/26. |