How do we print or email year end statements for our customers?

Your Jackrabbit database has a pre-defined favorite which is your starting point for creating printed and/or emailed statements of fully and partially paid fees for tax purposes. 

In Reports > Statements-Print, click the Favorite button, choose the Year End Statement favorite and click Load. Make sure the Transaction Date From and Through Date are the year you are seeking - edit the year if needed. Enter your organization's Federal Tax ID # or change/delete the Statement Header. Make any other changes as needed, and Submit. Reports > Statements-Email has a similar favorite that can be loaded. Make any changes as needed - including adding a Federal Tax ID # in the Statement Header. Scroll up and click Preview Email Statements List. Follow Steps 7 - 9 in Email Multiple Statements.

Time Saver! Mass email your families and advise them to log into their Parent Portal. By going to Billing & Payments in the top menu, they can click on Full Transaction History to sort and filter transactions. A Print button allows them to print it out.  
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