How to Email a Statement (Families)

How to Email a Statement

In this help document, you will learn how to email a statement to the payment account holder. A statement will show you the attendance summary, any payments made, any once off payments or credits made for a selected period of time and year to date absences.

Step 1: Select families from the left hand menu.

Step 2: Click on the family account you wish to enter.

Note: you can use the refine tools to search for the family

Step 3: Once in the family's account, select Payments & Billing

Step 4: Select statements.

Step 5: Select the period you would like to view by selecting the start and end date and balance as of date, then click the magnifying glass to refine the statement.

Step 6: Select the Email button to email the payment account holder.

Step 7: Enter in the relevant details.

At the bottom of this page, you will see the statement attached. You have the option to also attach additional documents to the email.

Step 8: Click send email.

For more information, please browse our support documents or alternatively contact our support team.

Updated on: 17/08/2020

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