Financial- How do I create a PDF copy of statements for families?

The Print Batch Statements option creates a PDF for a time period of all family statements.  

From the home toolbar select the star icon, hover over Quick Links- Things To Do, then select Print Batch Statements- 

On the Print Batch Statements screen select the Search Criteria button and add detail to search by- 

  • Center
  • Semester
  • Category
  • Classroom
  • Begin Date
  • End Date
  • Balance As Of Date
  • Include Zero Balance Families
  • Include Credit Balance
  • Include Inactive Families
  • Include Only Children with Active Schedule
  • Include Email Delivery (Create PDF Only)
  • Statement Type
    • Invoice Statement
    • Customer Statement

Once the file is created, select the blue hyperlink to open the file.