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Generate Fee Statements in Bulk

Fee payer account statements provide a consolidated view of outstanding invoices, credits, and payment history over a defined period. Typically distributed ahead of payment deadlines to give families a clear picture of what is owed.

  1. Open Fee payer account statement and set parameters

    From the FNO dashboard, open Modules ▸ Academic Management, expand Inquiries and reports, then expand Fee payer statement report, and click Fee payer account statement. Complete the following:

    • From date and To date (④) — enter the date range for the statement period.
    • Display payment options (⑤) — select whether to show payment options on the statement.

    In Records to include, click Filter to choose a specific account (⑥). Leave blank to generate for all eligible accounts.

    Generate Fee Statements in Bulk — the Fee payer account statement dialog with date range and Records to include filter

  2. Generate and distribute

    Click OK to generate the statement (⑦). Review the completed statement (⑧) and distribute it to the fee payer as required.

    Generate Fee Statements in Bulk — the generated fee payer account statement showing outstanding invoices and payment history