Read and export a student statement
Who can use this: Finance staff and other accounts with the relevant finance permissions.
Before you start
Check the student, branch and academy currency. Viewing invoices, recording payments, reviewing proofs, reversing payments and managing credit use separate access.
Read and export a student statement
- Search by student name or academy ID.
- Open View statement.
- Compare invoice entries, applied payments, credit allocations and adjustments.
- Use Export statement if permitted.
What happens next
You can review and export the invoice statement for the current branch view.
Troubleshooting
Outstanding in this view excludes void invoices. Available academy credit can include funds from other branches, so it is not necessarily the net of only the displayed statement.