Family Transaction Statements

The Family Transaction Statement is a running ledger of all charges and payments for that family. Statements can be "balanced" to a specific date (usually in the future) which will project attendances and estimated credits up to that date so you can see what a family will owe as of that date.

Statements are also available to parents who are linked to the Family Account in both the app and web portal so that they can see what they have been charged for and what is currently owed.

💻 Billing > Family Transactions

1. Select a Family
2. Click Get Transaction Statement

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• Date Filter - shows all transactions between the date entered
• Report Type - select different sorting orders or calculations
• Carryover Balance - the sum of all transactions prior to the reporting date
• Action menu - for adding transactions and taking payments
• Report Totals - the sum of Fees, CCS, Estimates, credits, and balance for the reporting period
• Update Family Account Balance - refreshes all attendances, CCS, and payments within six weeks leading up to the date entered

Keys

* (using past CCS History as Estimates) 

The past CCS payment history will be used if there are no changes to children's CCS entitlements/payments.

^ (using Entitlements as Estimates) 

There is an entitlement change to any child on the account within the last month period. The family transaction will reflect using entitlements, you can generate an invoice based on entitlements also (manually) **Keep in mind that the invoice will always adjust pending on the actual CCSS > Payments that come through to the service.

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