SlideShare a Scribd company logo
To send
statements and
past due notices
to parents, select
Statements &
Collections.
Statements & Notices
To send statements
Display all fee
paying children,
those with a past
due or credit
balance, dropped
or no-fee paying
children.
Generate and
send statements,
send letters or
generate a past
due report, by
selecting here.
To send statements
You can create up to 2 letters. Click the pencil
to create the letter. SofCare will use your
address under Settings (from the top menu) to
create the header. You can also include a
logo that will appear on the letter (..go to
Settings to upload the logo). Click the PDF
icon to generate a PDF and click the email
icon to email the letter.
Access Fee Reports, by going
to Fees->Fee Reports.
Fee Reports
Access Fee Reports, by going
to Fees->Fee Reports. The
Receipts Report, lists receipts
by date or receipt range. The
History report lists the fee
history for a child. The Not
Charged report lists children
who were not charged a fee for
any period indicated.
The Ledger Report can be
copied to Excel.
The Tax Report can be
generated for any period.
Select the parents. You can
generate a PDF or email the
statements.

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Fees Statements and Reports.ppt

  • 1. To send statements and past due notices to parents, select Statements & Collections. Statements & Notices
  • 2. To send statements Display all fee paying children, those with a past due or credit balance, dropped or no-fee paying children. Generate and send statements, send letters or generate a past due report, by selecting here.
  • 3. To send statements You can create up to 2 letters. Click the pencil to create the letter. SofCare will use your address under Settings (from the top menu) to create the header. You can also include a logo that will appear on the letter (..go to Settings to upload the logo). Click the PDF icon to generate a PDF and click the email icon to email the letter.
  • 4. Access Fee Reports, by going to Fees->Fee Reports. Fee Reports
  • 5. Access Fee Reports, by going to Fees->Fee Reports. The Receipts Report, lists receipts by date or receipt range. The History report lists the fee history for a child. The Not Charged report lists children who were not charged a fee for any period indicated.
  • 6. The Ledger Report can be copied to Excel.
  • 7. The Tax Report can be generated for any period. Select the parents. You can generate a PDF or email the statements.