Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
Note: Before you start, be sure the invoices are all finalized. Draft invoices will not produce a statement.
- Within the Tuition module select Reports from the left navigation bar.
- Under Report, select Statements.
- The Filters screen will display where you may select from the following options:
- Balance Filters: Outstanding (statements with an outstanding balance), Zero (statements with a zero balance)
- Report Options: Mark the option to include a remittance slip if you would like to do so.
- Click the Next button in the lower right corner
- The Date screen will display where you may enter a date span into the Payment Date Filter and choose the month/year into the Invoice Filter. Then, click Next.
- Finally, the Customers screen will display where you may choose between printing statements for all customers or only selected customers. Once you have completed your choices, click View Statements.
Updated