Student Billing State-of-Mind: Address Statements to Parents in a Student-Centric System

Jennifer Maroney — Wed, 22 Oct 2008 12:28:00 GMT

If you use a payer centric configuration, you may wonder why a statement would print addressed to the student. Is a five year old responsible for his own tuition? Probably not, so why print a statement addressed to the child? Instead print it to the parent or guardian. Now your school may have a policy to print statements addressed to students. If this describes you, you're happy with the process and do not need to read any further. For those of you who want to address statements to parents, let's get started.

There are two ways to address statements to parents: adjust the options on the student's Statements tab or use filters on the statement parameters. First we'll go over how to adjust the student record.

In Records, Students, open the student's record.
Select the Statements tab.
In the Show field at the top of the tab, select who receives statements for.
In the Send statements to field, use the drop-down list to select the parent's name.
Mark the Print separate statement checkbox.
Add the parent to the grid and in the Activity to Show field, select the charges you would like to show on the parent's statement. Select either:
- All transactions
- Only the recipient's transactions
- Only the student's transactions
- The recipient's transactions and the student's transactions
Save and close the record.

If you don't want to update all of your student records, you can adjust the filters on the statement parameters. Remember, if you select this option, you'll need to adjust the filters each time you create a new statement unless everyone uses the same saved parameter.

In Mail, Forms, highlight Statements and click New or open a saved statement parameter.
Select the Filters tab.
Change Include from All to Selected for Statement Recipient Record Types.
Double-click Individual or Organization and then click OK.
Click Preview or Print.

Talk to you soon!

The Book Bag : Student-Centric

Student Billing State-of-Mind: Address Statements to Parents in a Student-Centric System