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. Run this report for one site or across multiple locations.
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
