Articles on: Families Module

How to View/Download a Statement? (Families)

How to View/Download a Statement


In this help document, you will learn how to view/download a statement. A statement will show you;


  • The attendance summary
  • Payments made
  • Once off payments or credits applied to the account during the invoiced period
  • CCS information such as the absence count and the subsidy amount applied to the attendances


Step 1: Select Families from the left hand menu.




Step 2: Click on the families account you would like to view.




Step 3: Once in the families account, select payments & billing.




Step 4: Select statements.




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




Step 6: Select the download button to download the statement





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


Updated on: 17/08/2020

Was this article helpful?

Share your feedback

Cancel

Thank you!