The Invoices report lets you generate detailed invoices and billing statements that you can print and send to your customers.
Note: You must have an active assignment in the selected organization and at a minimum, View + Print permissions for ParishSOFT Tuition to create an Invoices report.
- Click Reports.
- From the Report menu, select Invoices. The setup for this report is displayed in the right panel:
- To set up the report, complete the following:
- On the Filters tab, do one, both, or none of the following:
- In the Date Filters group, specify the date range for Invoice Date and Invoice Due Date.
- The system will generate a list of invoices that fall within the selected time frames.
- In the Invoice Filters group, specify the number range for invoices.
- The system will generate a list of customers who have invoices within the specified number range.
- By default, each of the Invoice Status filters is selected. Deselect the filters you do not want to apply.
- For example, if you do not want to include closed invoices in the report, select (to uncheck) the Closed checkbox.
- Apply no date, number filter, and status filters.
- If no filters are applied, the system will generate a list of all invoices.
- To remove a filter, select it and then press the Delete key on your keyboard.
- Click the Next link or select the Customers tab. Then, do one of the following:
- Select the View report for all customers option.
- Select the View report for selected customers option. Then, from the grid, select the desired customers.
- Click the Next link or select the Funds tab. Then, do one of the following:
- Select the View report for all funds option.
- Select the View report for selected funds option. Then, from the grid, select the desired funds.
- Click View Report.
- The report opens in the Report Viewer where you can view, save, and print the report.
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