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. Parents are able to view current and historical statements, and parents will receive emailed statements each month.
Table of Contents:
Statements vs. Invoices
Statements & Invoices are different, and 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.
Navigate to the Payments page on the web or in the mobile app
Open or ensure you are on the relevant student's profile
Scroll down and open the Statements tab (underneath the Current Account Balance tile)
Locate the desired statement(s)
Click View to open the statement(s) in a new tab
Download or Print the statement(s)
Statements include the following information for a monthly period:
School Information: Name, Address, EIN
New balance at end of month
Dates of Service (if part of recurring bill plan)
Are you an administrator looking for information on statements? Please see this article if so!