The Invoices Report shows posted invoices and their statuses for individual students or groups over a specified time. The Invoice Report can be particularly useful for providers in understanding if payers or agencies have unpaid or partially paid invoices and how many payments are past due.
View the Invoices Report
Log in on the web
Open the Billing page from the sidebar
Jump to the Reports tab
Click to open the Invoices report
Adjust the filters accordingly
Click Apply Filters
Download, Export or Print as needed
To download or export, click the gray Export button
If downloading, simply click Download
If exporting, select recipients from the list, or add email addresses for new recipients and then click the orange Send to button
To print, click the gray Print button
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 ↓
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