Generate & Print a Family Statement

Parents or Contacts may request a Statement for a Family Account. Statements are generated at the Family Account level and can be printed and distributed as needed.

Statements include the name of your childcare facility, logo, address, phone number, main email address, and Tax ID. Transactions are listed on the Statement with a Current Balance, Total Charges, and Total Payments.

Generate a Statement

Follow these steps to generate and print a family statement.

1. Go to the Left Menu > Family Accounts.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the View All # Family Accounts link located on the Profiles card.
3. Select a Family. 
   • The family's account opens to the Details tab by default, but you can generate a statement from any tab in the account.
4. Go to the Actions Menu> Generate Statement. 
5. Make the selections in the Generate Statement window.
   • Select a Payer from the drop-down list.
   • Click to see a list and select the children on the account to be included in the statement.
   • Select from the date ranges in the drop-down menu or create a custom date range.
     
     
     
6. Click Generate Statement. A statement is generated and ready to print.
   
   
   
7. Go to the Actions Menu> Print.
   • A print dialogue box opens for you to make your selections and print the statement.
   • Click Print.