Billing Statement Report Page
Use this page to create Billing Statement reports. Separate pages print for each student, so the statements can be mailed if needed.
Two formats are available:
Balance Due | Limits the report to fee items that have a balance. The amount displayed for each fee item is the balance due, as opposed to the original amount. |
Full Statement | includes dates, original amount billed and paid for each fee, comments, and total due for each student within the selected date range. |
The report's header and footer information is defined in the Fees Building Configuration.
Run Billing Statement Report
- Select Fees > All > Reports > Billing Statement
- Specify the report options.
- Click Run.
- Use the Tasks/Reports options on the Navigation bar to view task status and retrieve reports.
Fields
Prompts Panel
Field | Description |
|---|---|
Building | Identifies the building for running the report. |
Start Date | Select the date for the start of the period covered by the report. Fees that were created on or after this date are included. |
End Date | Select the date for the end of the period covered by the report. Fees that were created on or before this date are included. |
Report Format | Determines the report's format. Select: B - Balance Due - to limit the report to items that have a balance due. The Amount listed is the balance due for the fee, as opposed to the original amount. |
Include Previous Year Fees | Checked to include fees from the year before the current school year. In this case, the Start Date is ignored. |
Log Statistics | Checked if you want to print the prompts in a log file. Otherwise, a log file will be created only if an error occurs. |
Sort Panel
Use the Sort panel to specify how records should be ordered in a report. You enter lines of sort criteria; the system compares your sort criteria against the corresponding fields in the records being searched and displays records in either ascending or descending order based on the sort fields.