Admins can generate monthly, yearly, or custom billing statements for a student from the Family Account → Statements Tab.

✅ Step 1: Navigate to Student Billing Statements

1. Go to Accounting from the left sidebar.

2. Choose the student whose billing statement you want to generate.

3. Open the Statements tab.
   

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✅ Step 2: Start Statement Generation

1. Click the Generate button (top-right corner).

2. The Generate Billing Statement popup will open.

✅ Step 3: Select Statement Type

1. Under Student & Statement Type, choose one of the following:

   • Monthly – Generates a statement for a specific month

   • Yearly – Generates a statement for the full year

   • Custom Range – Generates a statement for a selected date range

2. If applicable, confirm or select the date range automatically populated based on your selection.
   

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✅ Step 4: Add Optional Internal Notes

1. Use the Add Optional Internal Note field to include internal remarks (visible to admins only).

   • Example: adjustments, follow-ups, or special billing notes.

✅ Step 5: Save or Send the Statement

Choose one of the following actions:

• Save – Generates and saves the statement without sending it

• Save and Send – Generates the statement and emails it to the parents/guardians

• Back – Returns to the previous step if you need to make changes

✅ Step 6: View Generated Statements

1. Once saved, the statement will appear in the Statements list.

2. From the Actions menu, you can:

   • View the statement

   • Download as PDF

   • Print

   • Re-send to parents

💡 Tip:
Statements automatically summarize invoices, payments, adjustments, balances, and totals for the selected period—making them ideal for parent communication and audits.