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View Billing Statements as an Admin
View Billing Statements as an Admin

[For Admins + Billing Only Role] Learn how to view detailed transaction info over the year & use billing statements as a monthly snapshot

Sabrina avatar
Written by Sabrina
Updated over a week ago

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.

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

  1. Navigate to the Billing tab on the web

  2. Open the Students tab

  3. Select a student's name

  4. Open the Statements tab under the selected student's profile

  5. Locate the desired statement(s)

  6. Click View to open the statement(s) in a new tab

  7. 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

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