How do I print statement/invoices?

 

To view a video clip of this procedure click
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1.      From anywhere in the system, click on the green “Accts” puzzle piece on the left hand side; or from the home menu, click the "Billing” and then click the "Accounts Processing” button.

 

2.      Select the category of children you wish to print a “Statement / Tax Invoice” for – normally “Current Enrolments”.

 

If you wish to print a “Statement / Tax Invoice” for an individual child, select that child's name from the list.

 

3.      Click on the "Statements" radio button is selected and highlighted red.

 

4.      If you wish to print an individual statement click the "Print" button. If you wish to print statement/invoices for all children, click the "Print All" button.

 

5.      Select the date range for which you wish transactions to appear on the “Statement / Tax Invoice”.  If you have invoiced up to a future date, you will need to make sure that this date is set in the "To" date field.

 

6.      Click the "Print All" button for all children or the “Print” button for just the child selected.

 

If none of your bill payers have requested their statements to be emailed, the “Statement/Tax Invoice” will display one after the other.  Go to step 9 of this procedure for how to proceed.

 

If you have bill payers requesting their statements be emailed, the “Statements” screen will be displayed with the opportunity for you to change any of the selections.

 

 

7.      Scroll to the bottom of the screen and click the “Email” button to send the statements electronically.  A confirmation message will appear advising you how many emails have been sent.

 

8.      Scroll to the bottom of the screen and click the “Print” button.  The “Statements/Tax Invoice” will display one after the other. 

 

9.      Send the statement/s to your printer and then click on the back arrow of your internet browser.

 

10.  Click on the “Previous” button to return to the previous screen.

 

 


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