Invoice Quick Exports
  • 10 Nov 2020
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Invoice Quick Exports

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Article summary

To run a Quick Export, go to Reports>Quick Exports> then click to expand which section of exports you want.

Click any export you want and it will download at the bottom of the screen and you can open it from there.

Quick Exports for Invoices

  • Invoices and Payments: Displays invoices that have been created along with payment information.
  • Invoices with Outstanding Balance: Displays invoices that currently have an outstanding balance.
  • Student Invoices with Protection Policy and Outstanding Balance: Displays invoices by student with protection policy status that currently have an outstanding balance.
  • Paid Invoices: Displays invoices that have been paid or partially paid.
  • Open Invoices by Homeroom Teacher: Displays open invoices grouped by homeroom teacher.

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