Invoices Report

[For Admins + Billing Only role] Learn to view & export the Invoices Report, showing posted invoices & their status.

Sabrina avatar
Written by Sabrina
Updated over a week ago

The Invoices Report shows posted invoices and their statuses for individual students or groups over a specified time.

View and Export

  1. Log in on the web

  2. Open the Billing page from the sidebar

  3. Jump to the Reports tab

  4. Click to open the Invoices report

  5. Adjust the filters accordingly

  6. Click Apply Filters

  7. Download, Export or Print as needed

    1. To download or export, click the gray Export button

      1. If downloading, simply click Download

      2. If exporting, select recipients from the list, or add email addresses for new recipients and then click the orange Send to button

    2. To print, click the gray Print button

      1. Adjust your print settings and print on your local device

ℹ️ The exported report will automatically total the amounts in the Original Amount, Paid Amount, and Balance columns for your convenience as shown below!

Learn more about the exported report fields ↓

The Invoice Report contains the following information:

  • Invoice post date

  • Invoice due date

  • Student name

  • Invoice #

  • Charges in the invoice

  • Status of the invoice

  • Original invoice amount

  • Paid invoice amount

  • Current invoice balance

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