How do I print a list of who owes me money and how much?
From the home menu, click the "Reports" icon and then click the "Financial Reports" Icon, or from anywhere in the system, click the green piece of puzzle at the top right of the screen that is labelled "Finance".
Click on the "Aged Analysis" icon.
Select the date for which you wish to view balances up to. If you have invoiced in advance (to the end of term for example) set this date to the date you have invoiced up to.
Select the order in which you wish to view the information. The default order is "First name".
If you wish to view balances by calendar month, then select the "Monthly" radio button.
If you wish to view balances by 30 day periods, then select the "30 day periods" radio button.
To view the details click the "Print" button. A list of all the people who owe money will be printed. The list will detail what period the money was owed from, and will also tell you names and contact details for the person responsible for paying.
Each child's name is displayed in blue and underlined. This means that this is a link which you can click on and a new screen will be displayed with details of the invoices that make up the outstanding balance for that child.
To send this to the printer, click the print button on your browser.
to return to the previous screen, click the browser back button.
