Generate & Print a Family Statement

Statements display a Payer's transactions over a specified period, such as 30, 60, or 90 days, or a custom date range. They include details of payments, fees, and applied discounts for one or more children. Statements are generated as needed. Use statements to:

•  Give families a detailed record of fees over a time period.
•  Establish important documentation for tax purposes.
•  Provide records spanning past the most recent billing period.

Generate a Statement

Ensure you have the correct site selected at the top of the page, then follow these steps to generate a statement:

1. Go to Family Accounts (left menu) > Profiles card > View # Active Family Accounts.
2. Select the family and then go to the Actions menu> Generate Statement. 
3. Make the selections in the Generate Statement window, then click Generate Statement.
   • Select a Payer from the drop-down list.
   • Select the children on the account to be included on the statement.
   • Select from the date ranges in the drop-down menu or create a custom date range.
     
     
     
4. View the generated statement and go to the Actions menu> Print if you would like to print the statement.