Printing / Emailing Invoice Statements

There are three basic options for printing Statements for Payors.  

1. Physically print the document for multiple Payors at one time
2. Email the document for multiple Payors at the one time
3. Print OR Email the document to an individual Payor

Physically Print a Statement for Multiple Payors at One Time

To print Statements for your Payors, go to the Budget > Revenues > Invoices > List screen.  Search for the criteria for which you wish to print statements.  Check off all lines for which you wish to print statements.  Click the Print Statements button.

When the Create Invoice Statement window opens, select the School Year, Month and (if desired) categories for which you wish to print statements.  Click the Create Invoice Statements button.

The Statements then preview to PDF where you can then select to print them.

Email a Statement for Multiple Payors at One Time

NOTE:  In order to use this feature, your Payors MUST have an email address entered in their Payor Record.

To email Statements for your Payors, go to the Budget > Revenues > Invoices > List screen.  Search for the criteria for which you wish to email statements.  Check off all lines for which you wish to email statements.  Click the Email Statements button.

When the Email Invoice Statement window opens, select the School Year, Month and (if desired) categories for which you wish to email statements.  Click the Email Invoice Statements button.

Print or Email a Statement for an Individual Payor

Go to the Financial > Vendors, Etc. > Payors screen.  Search for the Payor for which you wish to create a Statement.  

From this screen you can either create a PDF statement or Email a statement by clicking the appropriate button.