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Report on payments & credits

[For Admins + Billing Only role] Report on details for all payments and credits recorded for students

Sabrina avatar
Written by Sabrina
Updated this week

Providers can create a Payments & Credits Report to view details for all student payments and credits, with the option to view total payments for an individual payer.


Create a Payments & Credits Report

  1. Log in on the web

  2. Click Billing in the sidebar > Reports tab

  3. Select the Payments & Credits report

  4. Apply any filters, then click Export or Print as needed

💡 Tip: Export and download the Payments & Credits Report to view advance fields with additional details about the transactions.


How to read a Payments & Credits Report

This report includes several columns to help you understand your program's financial activity:

  • Post date: When the payment or credit was posted to a student's account

  • Student: The student for whom the payment or credit is applied

  • Transaction type: Offline payment, online payment, or credit

  • Payment status: The current status of the payment itself, including Paid, Failed, Refunded, Voided, Pending, or blank (for credits)

  • Amount: The amount after accounting for any partial refunds or adjustments

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