Student Billing data is stored in five different major domains. Each domain may have its own lists, letters, labels and reports. Lists and reports are layouts that present data from a given domain in a format that is useful for sharing in print or PDF format.
You may, over time, add your own lists and letters layouts; this page will provide an overview of those that are available in our release version.
To navigate into a domain, click the relevant color bar in the Student Billing Workflow screen.
Student Billing Lists and Reports by Domain
NOTE: A green button indicates this is a found set report: gather your found set before running a report.
Students domain
Lists
- ID List
- Record History List
Accounts domain
Lists
- Contact List w/ Account Balance
- Invoice Aging List
- ID List
- Record History List
Letters/Labels
- Mailing Labels
- Overdue Notice Letter
- Free Form Letter
Reports
- Account Statements
- Account Balance
- Invoice Aging
- Account Aging
Invoices domain
Lists
- ID List
- Record History List
Letters/Labels
- Mailing Labels
Reports
- Default Invoice
- Invoice Aging
Payments domain
Lists
- ID List
- Record History List
- Quickfind: Undeposited Payments
- Quickfind: Unallocated Payments
Letters/Labels
- Mailing Labels
- Two Unassigned Letters buttons
Reports
- Receipts Listing
- GL Details
- GL Summary
- Unallocated Payment Aging
Batches domain
Lists
- Record History List
- Reconciled History List
Reports
- GL Detail
- GL Summary
Deposits domain
Lists
- Record History List
- Reconciliation List
- Quickfinds: Unreconciled Deposits
Reports
- Deposit List
- Deposit Detail
- GL Summary
- GL Detail
