Mass-Generate & Email Statements

The fee tracking module allows you to generate statements for all students/families as well as automatically email those statements to the student or their designated primary payers.

To do this, simply head over to the Fee Tracking module and select the down arrow in the top left of the table of student records. Select "All", then again open the dropdown menu and chose the "Generate Statement" button and fill out the dialog that appears to create a statement in all accounts.


New Fee Tracking: Mass Generate and Email StatementsIf you would like to auto-email all of your students or families their own statements, select this dropdown option a third time and hit "Email Latest Statement", please note there is no confirmation after the email latest statement option - your statements will go out as soon as you click

Of course, if you have any questions or need any help, do feel free to let us know. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request