How do I print statement/invoices?
To view a video clip of this procedure, click
to the "Accounts Processing" screen either by selecting it from your
"Favourties" menu or go to the "Billing" link in the menu bar
and click on "Accounts Processing"
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.
on the "Statements" radio button highlighting it in red
"Print" for an individual child's statement or "Print All" for
the date range for which transactions to show on the
"Statement/Tax Invoice". If you have invoiced to a future
date, you will need to make sure this date is in the "To" field
for that transaction to show
6. Click "Print"
If no bill payers have requested to receive email statements,
the "Statement/Tax Invoice/s" will display one after the other.
Go to step 8
If you have bill payers requesting their statements be emailed,
the "Statements" screen will display with the opportunity to
change any of the selections
you would like to, you can "Set Email Subject" to update the
subject line in the email, otherwise scroll to the bottom of the
screen and click "Email" to send the statements via email.
A confirmation message will display advising you how many emails
have been sent.
8. Click "Print". The "Statement/Tax Invoice/s" will display one
after the other
the statements to your printer and then click on the back arrow
of your internet browser
"Previous" to return to the previous screen