Sending Statements in Bulk

Sending an Individual Statement

You can send an individual parent a statement regardless of their activity or filter settings by accessing the Statements tab within the parent’s profile.

Select Add , fill in the Date From and Date To plus the number of Weeks to Project if intending to bill in advance. A Note may also be added to the statement.

When the details are correct click Confirm. A statement will be generated, the parent will be emailed a link to download the statement if they have an email address on file and the statement will become accessible on the Statements tab.