Skip to content
English
Contact Support Sign in
Go to classreach.com
  • There are no suggestions because the search field is empty.

Customer Detailed Invoice and Receipt Report

Basic Tier and above - Invoice and Receipts designed for State Voucher programs

This report is available to Basic Tier and above schools.

It can be used for any invoice/receipt needs, but it was primarily designed to meet the requirements of state voucher programs and school's needing to provide a more detailed invoice/receipt.

The report allows the Admin to isolate invoices/receipts for a specific student.  This does require the student to be listed on the original charge transactions.  To completely isolate a student on an invoice (without siblings) you may need to change the way that you charge families including having a separate Financial Agreement for each student.  Please contact ClassReach Support for assistance.

The Report produces a detailed invoice report that includes the following:

To run this report, go to Reports > +Report > Financials > Customer Detailed Invoice and Receipt Report

Parameters

To run the report, enter the following parameters (all are required) and click View Report:

  • Select the School Year (Financial Year)

  • Select the Customer Name - for most schools this is the family's last name
  • Student Name - you have 3 options:
    • Select All  - includes invoices with/without student names
    • (No Student Name)
    • One or more Student Names


  • Select the date range of invoices you want to see or print (within the specified school year).  This will default to the following range - Aug 1 of the school year until <today>.  
    • Invoice Due Date Range - Start
    • Invoice Due Date Range - End
  • Invoice Number - you have two options:
    • Select All
    • One or more specific invoices

 

Menu Options

There are three Menu options - File, Home and View at the top of the Report window.

File

- Select Print to print the report

- Disable preview features - not used

Home

- Export - gives you the below list of file type options to download the report

- Page Selector - allows you to select a specific page or page forward and backward through the invoices.  

- Parameters - turns off the view of the parameter header to allow you to more easily view the report on the webpage.

View

- Web Layout - default option for easier webpage viewing of the results.

- Print Layout - this shows you how the report looks on a page and also displays Page Settings next to it on the menu, which allows you to change the page size and the page orientation.