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View billing statements (for providers)

View billing statements (for providers)

[For Admins + Billing Only Role] Learn how to view and download billing statements showing all transactions per student.

Sabrina avatar
Written by Sabrina
Updated this week

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.


View billing statements

  1. Log in on the web

  2. Click Billing in the sidebar > Students tab

  3. Click a student's name

  4. Open their Statements tab > Press View to open

  5. Print or download the statement as needed


What is included in a statement

Statements include the following information for a monthly period:

  • Student Name

  • School Information: Name, Address, EIN (if applicable)

  • Date the statement sent

  • Statement period

  • Summary of the balance due as of the first day of the month

  • Total amount of charges, payments, credits

  • New balance total

  • Activity of the charges posted with amounts, due dates, service dates, invoice numbers, and more

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