View and print statements
Statements summarize charges, credits, and payments that occurred during a billing period, as well as providing specific records for
To get started with Statements, log in, hover over Billing in the navigation, and select Statements. Choose the tab that matches what you need:
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Billing activity: everything that happened on the account during a statement period.
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Payments: proof of what you paid, for reimbursement.
Billing activity
The Billing activity tab displays all charges, payments, and credits for a selected statement period.
Each Statement period option is named and shows the dates it covers, such as Current Activity (7/1/2026 — 6/30/2027).
If you are responsible for repaying multiple balances, use the Account drop-down to filter activity for a specific student, or leave it set to All.
The Statement Summary card works down to the balance you owe today:
| 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. This figure is subtracted, so it appears as a negative amount. |
| Outstanding balance | The total amount owed across the account. This always reflects the current balance owed and is not affected by the statement period you selected. |
The Activity list beside the summary itemizes each transaction in the period, showing its Date, Student, Description, Due Date, and Amount.
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 pay what the summary shows you owe, select Make a payment.
Payments
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.
Set the period you need with Start date and End date, entered as MM/DD/YYYY or picked from the calendar. Use Student to choose whose payments to include, and Billing item to narrow the statement to specific charges.
Three cards identify the statement: School details (name, address, EIN, phone number, and email address), Student details (name
Below them, Payment summary confirms the Date range and Total paid, then lists each payment with its Details, Date paid, and Amount paid.
Select Print to produce a copy for submission.
End of year
To access your end-of-year statements for tax purposes, select the End of year tab. The data on this tab includes the calendar year's payment applications and enrollment deposits.
To review a different year, select from the available Year options. By default, it displays the previous calendar year. You can also filter the statement by the relevant Account.
As on the Payments tab, cards identify the school, the student, and the payer. The summary below them covers the full calendar year you selected and lists each payment by Details and Amount, with a Total paid for the year.
To print your end-of-year tax statement, select Print.