View and print statements

Statements summarize charges, credits, and payments that occurred during a billing period, as well as providing specific records for tax and reimbursement purposes.

To get started with Statements, log in, hover over Billing in the navigation, and select Statements. Statements are organized into three tabs: Billing activity, Payments, and End of year.

 

The Billing activity tab displays all charges, payments, and credits for a selected statement period.

To view transactions for a different date range, select from the available Statement period options. The Outstanding balance always reflects the current balance owed and is not affected by the selected date range. If you are responsible for repaying multiple balances, use the Account drop-down to filter activity for a specific student.

The Statement Summary card comprises four calculations:

  • Previous balance: The balance owed at the beginning of the statement period.

  • New charges & refunds: Charges incurred or refunds processed during the statement period that increased the balance.

  • Payments & credits: Payments made or credits reimbursed that lowered the balance.

  • Outstanding balance: The total amount owed across the account.

To keep a record of this activity, select Download statement. A PDF is generated that includes the statement summary and activity for the selected period.

To view and print a statement of your recent payments to submit for flex spending account (FSA) reimbursements or other documentation needs, select the Payments tab.

On this tab, you can filter payments by Start date, End date, and Student. You can further refine the statement by filtering on specific billing items and choosing to include enrollment deposits.

The statement includes summary details for the school, the student, and the payer, alongside a detailed breakdown of the Payment summary for the selected period. Use your browser's print functionality to save or physically print your payment statement.