Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
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.
- Select Reports from the left navigation bar.
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From the Report menu, select Invoices.
- On the Filters tab, do one, all, or none of the following:
- Specify the date range for Invoice Date and Invoice Due Date.
- Invoice Filters group, specify the number range for invoices.
- By default, each of the Invoice Status filters is selected. Deselect the filters you do not want to apply
- If no filters are applied, the system will generate a list of all invoices
- Click the Next link or select the Customers tab
- Select either View report for all customers or View report for selected customers
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If you select View report for all customers continue to step 6
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- If you select View report for selected customers a list of customers will generate. Select the checkbox next to each customer that should be included in the report
- Customers are searchable by Name, Env #, and Address
- Click the Next link or select the Funds tab. Then, select either View report for all funds or View report for selected funds
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If you select View report for all funds continue to step 6
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- If you select View report for selected funds a list of funds will generate. Select the checkbox next to each fund that should be included in the report.
- Funds are searchable by Fund #, Description, External Fund 1 and External Fund 2
- Click View Report
The report opens in the Report Viewer where you can view, save, and print the report.
Updated