How to check a student's fee balance and generate their statement of accounts
A parent has just entered your office and needs you to print for them a 'Statement of Accounts' for their child showing invoices(debits) versus payments(credits) made. How do you do it?
The 'Balances' section is where you will find all this information. In additional to student fee balances it contains a summary report of current fee balances in your school. For example, you can check overall fee balance, current term balance, balances per year group, balances per votehead etc. You may want to click on 'Hide Insights' to momentarily hide the summary or scroll down the page to access the student balances table.
Search for the student whose balances you want to view then check the 'Balance' column of the table to view the amount. The system also shows the total amount invoiced, total amount paid and the date when balance was last updated on.
Click on 'View Statement' to see the student's comprehensive statement of accounts or to print and download the same in PDF.
Here is a sample of the 'Statement of Accounts'
The 'Balances' section is where you will find all this information. In additional to student fee balances it contains a summary report of current fee balances in your school. For example, you can check overall fee balance, current term balance, balances per year group, balances per votehead etc. You may want to click on 'Hide Insights' to momentarily hide the summary or scroll down the page to access the student balances table.
Search for the student whose balances you want to view then check the 'Balance' column of the table to view the amount. The system also shows the total amount invoiced, total amount paid and the date when balance was last updated on.
Click on 'View Statement' to see the student's comprehensive statement of accounts or to print and download the same in PDF.
Here is a sample of the 'Statement of Accounts'
Updated on: 10/04/2024
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