Send-Parent-Statements.md
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@@ -19,18 +19,17 @@ If you do not want a running balance tick the **Does not carry balance before, r
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Tick the **Do not display amount** if you do not want the amount due displayed at the top of the invoice.
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<img src="/uploads/InvoiceBalance.png"/>
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-<img src="/uploads/AttendanceTable.png"/>
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Tick **Display attendance details** for times signed in and out of each session. This is displayed in an attendance table at the end of the invoice.
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+<img src="/uploads/AttendanceTable.png"/>
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When the details are correct click **Confirm**.
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-A statement will be generated, the parent will be emailed a link to download the statement if you ticked the email box and they have an email address on file and the statement will become accessible on the **Statements** tab.
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+A statement will be generated, the parent will be emailed a link to download the statement if you ticked the email box and they have an email address on file and the statement will become accessible on the **Statements** tab. The parent can also see the statement via their parent Portal.
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You can click on this link to download the statement in PDF format and print it if required.
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-If you the parent doesn't have an email address, click generate, then download to print a PDF version of their invoice.
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### Sample Statement
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Below is an example of a statement. Each statement is personalised with the parent's name, the names of each child and your service details. Your logo if uploaded will appear inthe top left corner.
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@@ -45,10 +44,14 @@ This makes it very easy for a parent to understand their charges and how the amo
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Generating statements in bulk follows a similar process but with a few more options to control which parents will be sent statements.
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-Extracts > Produce Statements, **'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.
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+Extracts > Produce Statements, **'Add'**, fill in the **Date From** and **Date To** plus the other fields as per individual statement instructions above.
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+If you have set up Direct Debit Frequency & Direct Debit Filters (parent tag) in the parent direct debit tab, you can use these when invoicing, if not just ignore the filters.
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+When the details are correct click **Confirm**.
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-If you have set up Direct Debit Frequency & Direct Debit Filters in the parent direct debit tab, you can use these when invoicing, if not just ignore the filters.
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+A bulk lot of statements will be generated, the parents 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.
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-When the details are correct click **Confirm**. A statement will be generated, the parents 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.
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+If all parents have an email the message 'Nothing to Generate' will appear, if not you will see Sent/Unsent figures eg. 86/90, you can then **generate** and **download** the (example) four statements for parents without emails.
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-If all parents have an email the message 'Nothing to Generate' will appear, if not you will see Sent/Unsent figures ie. 86/90, you can then generate and download the (example) four statements for parents without emails.
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+Enrolments which have been submitted and have no end date, or the end' date is within the date range will be picked up in the bulk statements run. If CCS has exited an enrolment - no attendances or the enrolment has been exited by arrangement, and the end date is outside this date range, you will have to run an individual statement if the family still owes the service a debt.
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