Reporting on billable items. The Summary only is available in Teacher View, from Classes > Finance Details so that teachers can see student finances - who has paid (or not) by selecting a billable item.
The Student Payments report shows money paid for specific billable items listing:
- student name
- written off
This information is displayed in columns and viewed one billable item at a time. The PDF report generated displays all students to which the billable item has been assigned, including those with a zero balance owing. This information can also be exported from Edge as a .csv file if you wish to manipulate the data.
Billable Items Summary
The Summary of Billable Items selection generates a PDF report for viewing, or printing out, showing:
- billable item
- Write Offs
- Total Paid; and
- Total Unpaid columns
The total paid figure includes 'Journal' payments, with the 'Discount' figure excluded from the 'Total Unpaid' amount. This information can also be exported from Edge as a .csv file if you wish to manipulate the data.
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