Being able to export line items from an invoice, with amounts, dates, descriptions, and totals can be useful to schools. This article will show you how to do an export for that information.
- Favorites > Families
- From the Families table click on Other > Export Invoice Payment Details.
- A new table will come up, here you will select a date range > click box to select all accounts > Export Invoice Line Items Per Payment. If you need to, you can also filter for specific parameters (do this after selecting your date range).
- Select your Datasource, look through them to see which one suits your needs best. If you are looking for an export that includes the names of the students and the grades they are in, please switch it to By Month Family Charge payment Summary By Line Item datasource.
- Select the parameters you want to export, if you are not sure which ones to select, click on the select all box. Scroll down and click the Export Selected (.xlsx).
PRO TIP! If you are going to use this report various times throughout the year, it would be a good idea to click the Save selection as a template for future use box.