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
Log in on the web
Click Billing in the sidebar > Reports tab
Select the Payments & Credits report
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
