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:
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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. |
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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
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Select Fees – All – Reports – Billing Statement
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Specify the report options.
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Click Run.
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Use the Tasks/Reports options on the Navigation bar to view task status and retrieve reports.
Fields
Prompts Panel
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Field |
Description |
|---|---|
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Building |
Identifies the building for running the report. |
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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. |
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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. |
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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.
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Include Previous Year Fees |
Checked to include fees from the year before the current school year. In this case, the Start Date is ignored. |
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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.