The Payments & Credits Report details all student payments and credits for administrators. It offers filtering options and enhanced export capabilities for more detailed information.
View and Export
Log in on the web
Open the Billing page from the sidebar
Jump to the Reports tab
Click to open the Payments & Credits report
Adjust the filters accordingly
💡 The last 30 days is the default time periodClick Apply Filters to view the results that will include:
Post date: The date that 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: this is the amount after accounting for any partial refunds or adjustments. Export and download the report for greater detail.
Export or Print as needed
To export, click the gray Export button
Deselect any fields you don't want to be included in the export
💡 Learn more about each field option in the section below!Select recipients from the list, or add email addresses for new recipients
Click the orange Send to button
To print, click the gray Print button
Adjust your print settings and print on your local device
Learn more about the exported report fields ↓
Learn more about the exported report fields ↓
The export by default contains the following columns as well as the total of the payments:
Post date
Paid date
Transaction type
Student
Payer
Payment status
Payment method type
Payment method
Credit reason
Portion applied
Invoice applied
Charge categories
Dates of service
Total payment or credit amount