System Config > Statement

The System Config > Statement screens allows administrators to change what is displayed on the Family's Financials tab and the billing statement. 

  1. From the Setup > System Config menu, select Statement
  2. For each configuration option, choose Yes or No to have the option displayed or not displayed. Please Note: Some of these options will also change the Family's Financial tab Statement List
  3. Family Financial Screen Options
    • Display Zero Dollar Fees
      • Yes - show items with zero dollar fees
      • No - do not show zero dollar fee items
    • Display Prepaid Deposits
    • Show Detail Post Date
    • Display Original Amount
      • Yes - show outstanding balance on current statement
      • No - only show current balance on current statement
    • Display Amount Allocated
    • Display Due Date
      • Yes - display the due date on the statement
      • No - do not display the due date
    • Allow Payments & Fees to be Edited
      • Yes - payments and fees can be edited on the Family's Financial tab
      • No - payments and fees cannot be edited on the Financial tab
    • Allow Statement Details to be Deleted
      • Yes - allow details to be deleted from the Financials tab
      • No - do not allow details to be deleted from the Financials tab
    • Allow Family Statement Recreate
      • Yes - allow statements to be recreated. This option is under the Action menu on the Financials tab
      • No - do not allow statements to be recreated. The option is removed from the Actions menu on the financials tab
    • Number of Periods to Display on Family Statement. See examples below
      • Example of 1 period on the statement
      • Example of 3 periods on the statement
    • Family Statement Display - select which version of the statement to display
      • Normal
      • Flat Detail
      • Version 2
      • Version 2 - Due Date
      • Version 3
  4. PDF Statement Options
    • Display Birth Date on Statement
      • Yes - display the students birth date on the statement
      • No - do not display the students birth date on the statement
    • Display Family ID on Statement
      • Yes - display the family ID on the statement
      • No - do not display the family ID on the statement
    • Display Discounts as Credits on Statement
      • Yes
      • No
    • Use Business Level Address for Year End Statements
      • Yes - use the address of the business level on the year end tax statements
      • No - use the center address on the year end tax statements 
    • Use Beginning Balance as of From Date on Statement
      • Yes
      • No
    • Which Address to Display on Statement
      • Child - display the student's address on the PDF statement
      • Guardian - display the guardian's address on the PDF statement
    • Print Statements By
      • Family - print statements by family (include both parents/guardians)
      • Guardian - print statements by guardian (this is helpful with split families)
    • Statement Footer - enter text to display on the bottom of statements
    • Year End Tax Statement Service
    • Customer Statement Service
    • Family Statement Service (Invoice)