We're so glad you've updated to our newest and most feature-rich Billing platform! 🎉

However, we understand that as an admin, you may still need to access legacy invoices/reporting data, and as a parent, you may still need to access payment information for your taxes while your program resided on a previous Billing version.

Review the applicable section below depending on what information you need!

Table of Contents


Access Legacy Invoices/Reports as an Admin

Historical invoices and payment data are not removed or deleted. It will transfer over to the newest Billing version and be available in read-only reports. These historical transactions from V1 will not show up in a student's V3 ledger — this is because the two systems are inherently different.

V1 data can be easily accessed under Reports on the web.

  1. Click the Billing tab

  2. Click on Reports

  3. Click to view Legacy Reports or Legacy Invoices


Access Tax Information as a Parent

To access payment information from the original (v1) platform on the web:

  1. Navigate to the Payments tab

  2. Click on Invoices

  3. Click on a child’s name

  4. Click on the orange Payments button on the right side

  5. Select a date range

  6. Click View Payments, and the report will be displayed

  7. Click Print Report to print or save the report

To access payment information from the new (v3) platform on the web:

  1. Navigate to the Payments tab

  2. Confirm the Accounts tab is open
    TIP: This tab should open by default

  3. Click on a child’s name

  4. Locate and click the Payments & Credits tab

  5. Under the Transaction type field, remove 'Credit' to narrow down the data to only payments (if desired)

  6. Click the grey Export button

  7. Select a date range

  8. Click Export and a summary will be sent to your email address

  9. Click Download in the displayed pop-up to download the report immediately as a PDF

  10. Use the Total Payments tile at the top of the exported report to determine the payments made in the selected date range
    Please Note: If you have multiple children, repeat these steps for each child on each platform.

Did this answer your question?