Statements are generated on a monthly basis and record all transaction activity (including invoices, charges, payments, credits, refunds, and adjustments) for each student within that month. Administrators are able to view current and historical statements, and parents will receive emailed statements each month.
🇨🇦 If the provider is located in Canada, all charges on statements and invoices appear in the Canadian Dollar, (CAD). Amounts are denoted with a dollar sign ($).
Statements vs. Invoices
Statements & Invoices serve different purposes:
Statements show the status of a student account at a point in time. Statements are generated monthly, and include all transactions (invoices/charges, payments and credits) that occurred between the first and last date of the month, as well as the start and ending account balance.
Invoices are bills that go out requesting payment from payers for specific charges/services that were provided. When a payer pays the invoice, they pay the charges within it. It then serves as a source of record that those specific charges have been paid. Invoices go out in accordance with the Bill Plan and/or any time a one-off charge is processed.
View Billing Statements
Navigate to the Billing tab on the web
Open the Students tab
Select a student's name
Open the Statements tab under the selected student's profile
Locate the desired statement(s)
Click View to open the statement(s) in a new tab
Download or Print the statement(s)
Statement Details
Statements include the following information for a monthly period:
Student Name
School Information: Name, Address, EIN (if applicable)
Statement sent on date
Statement period
Balance summary
Balance as of [first day of new month]
Total charges (also contained in the tile to the right)
Payments
Total Credits
Total Charges
New balance total (also contained in the tile to the right)
Activity
Date posted
Due date
Dates of Service (if part of recurring bill plan)
Invoice #
Charge Description
Charge Amount
