Statement of Account

The Account Statement option allows the educational institution to generate a detailed report of the selected parent’s account for any date range chosen by the administration. This report provides important information about the parent's account and all billing activity associated with it.

Step 1: Select the Parent in Invoices

Search for the parent whose Account Statement you need. Click the Actions button and select Account Statement.

A pop-up window will appear. Select the date range for the Account Statement and click Generate Report.

Step 2: Generated Report

After selecting the date range, the system will generate a detailed report showing all invoices created for that parent within the selected period. It will also include a credit balance and an aging balance of any outstanding invoices.

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