Printing a statement for the caregiver

Printing a statement for the caregiver

Access: Payable Administrators

When you need to show a caregiver everything they owe across their students, you can print a statement directly from the Point of Sale (POS) page. The statement lists all students associated with the account, with itemised outstanding payables and a total for each student.

Notes
This prints a statement of all outstanding payables from the POS page. If you want to send a payment reminder email to caregivers about specific outstanding items, see Payment Requests (Emailing Reminders) for Outstanding Payments.

1. Go to the POS page, search for and select the correct student from the list.

2. Select the Statement icon next to the caregiver you are printing the statement for.


3. The statement will open in a new browser tab. Select Printable PDF to open the print-ready version.


4. Print using your browser's standard print options, or download the PDF.



Related Articles

  1. Payment Requests - sending payment reminder emails
  2. Payable Status Guide