Menu
  • Helpguide
  • Release notes
  • FAQ’s
  • Helpguide
  • Release notes
  • FAQ’s
home/Knowledge Base /Invoices and Payments/How to send account statements
Popular Search:Submit RS7 Return, Adding a child record

How to send account statements

120 views 0 December 17, 2020 Updated on March 13, 2024 Juniorlogs Team

You can send account statements for each of your accounts through the Transaction list.

It displays all incoming and outgoing transactions that occur within your service. This list is displayed per payee and it can be further narrowed down using the date selection filter or whether you are after Invoice or Payment transactions.

Menu > Finance & Accounts > Transaction List tab

  • Select a payee from the drop down to narrow your search

(Click on the WINZ records to view all the WINZ transactions)

  • Print, Email, and Export options
  • Print and Export will allow you to print the list and export it out to Excel accordingly.
  • The email option will allow you to send the list and email to the parent/payee.

Was this helpful?

Yes  No
Related Articles
  • How to send quarterly invoice statements for FamilyBoost
  • How to transfer payment from Parent to WINZ or vice versa?
  • Updating Fee Notes
  • How to edit invoices that have payments allocated to them
  • How to finalise invoice and receive payments
  • How to process refund payments

No luck finding what you need? Contact Us

Invoices and Payments
  • How to send account statements
  • How to send quarterly invoice statements for FamilyBoost
  • How to transfer payment from Parent to WINZ or vice versa?
  • Updating Fee Notes
  • How to edit invoices that have payments allocated to them
  • How to finalise invoice and receive payments
View All 23  
Popular Articles
  • Discretionary hours and how they work in Juniorlogs
  • Monthly Attendance Report
  • How to mark attendance in Juniorlogs
  • How to install the Kiosk application
  • Getting Started – Kiosk App
KB Categories
  • Accounts and Fees
  • Attendance
  • Booking
  • Children
  • Dashboard Widgets
  • Fees and WINZ
  • Funding
  • Getting Started with Juniorlogs
    • Attendance Marking
    • Children
    • Enquiry Management
    • Fee Setup & Invoicing
    • Getting Started
    • Roster & Contact Hours
  • Home based
  • Invoices and Payments
  • Kiosk Mobile Application
  • Message Centre
  • MOE
  • OSCAR Children
  • Others
  • Reports
    • Booking & Attendance
    • Centre
    • Checklists
    • Children
    • Finance
    • Kiosk Reports
    • OSCAR Reports
    • Staff
    • WINZ
  • Roster and Contact Hours
  • RS7 Return
  • Settings Module
  • Staff & Educators
  • Troubleshooting
  • Xero Integration

  Transaction list report/ Account statements

Receiving payments on Parent and WINZ invoices  

  • Privacy Policy
  • Terms of Use
  • © 2021 Juniorlogs Team. All Rights Reserved.

Popular Search:Submit RS7 Return, Adding a child record