The Account Statements function generates statements for debtors, collectors and other debtors. Statements can be printed, mailed or emailed. Google Chrome is recommended when using this function.
Finances > Debtors > Account Statements
Each learner has one accountable person. Only one account per accountable person is printed. If two learners share a family code but have different accountable persons, each gets a separate statement. If they share the same accountable person, both appear on one statement.
If Parent 2 is set up to receive statements by email and has a valid email address, the statement is sent to both the accountable person and Parent 2.
The statement is printed for the oldest or only learner in the family, in class order.
Debtors with a $ symbol next to them have been handed over to collectors.
Choose one of: Bulk print/view all statements; Bulk print/view of statements that cannot be emailed; or Bulk email account statements.
Date of statement: Select the date for which the statement should be generated.
Statement for: Choose Debtors, Collectors or Other Debtors. Collector statements cover all learners handed over to collectors.
Statement of: Choose one of: All debtor accounts; Only accounts with current learners; Only accounts for learners no longer at the school (left/waitlisted); Choose specific debtor accounts; or Choose register classes.
Print Options:
Print statement header: Choose the header format for the statement.
Print statement per accountable person: Choose consolidated or separate per grouping category.
Print statement for: Year or month.
Print columns: Debit/Credit/Balance or Amount/Balance.
Print invoice detail: Yes or No.
Print detail transaction allocations: If Yes, shows how money was allocated when a receipt was issued.
Print statement according to preferred language: If Yes, prints in the learner’s preferred language as set under the parents screen.
Print payments included up to: Select the cut-off date for payments.
Print project detail: Shows projects the learner is linked to.
Print debtor notes: Prints text notes and promise-to-pay notes only — internal notes are not printed.
Print ID/Registration numbers: Prints learner ID/registration numbers on the statement.
Age analysis information: Choose to include an age analysis per learner, per learner and grouping category, or none. Select the transaction cut-off date.
Include account statements for: Tick the required options, then choose to email or preview/print the statements. Select whether to sort by family code or alphabetically by surname. Move the relevant families from left to right using the double arrows.
Yes. Under Statement for, select Other Debtors (or Collectors). Other Debtor statements follow the same generation process as school debtor statements.
Last updated: March 2026 | Version 3.0