Downloading statements

Downloading statements

You can download statements for invoices and payments as PDFs.

Downloading a statement for invoices

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Invoices tab on the left.
  4. In the top right, click Download Statement
  5. Your browser will begin downloading the PDF.

Downloading a statement for payments

  1. Click on  Children in the sidebar.
  2. Click on a child’s name to bring up their profile.
  3. Click on the Transactions/Payments tab on the left.
  4. In the top right, click Download Statement
  5. Your browser will begin downloading the PDF.

    • Related Articles

    • Emailing statements

      You can send statements for invoices and payments to parents for them to view and download. Emailing a statement for invoices Click on Children in the sidebar. Click on a child’s name to bring up their profile. Click on the Invoices tab on the left. ...
    • Downloading data from eymanage

      What follows is a list of the kinds of data you can download off eymanage, from where, and in which formats. With eymanage, you can either download data directly from a section of the system, or generate the data you need from the Reports tab. You ...
    • Downloading invoices

      You can download Monthly Invoices and Manual Invoices as PDFs. Click on Children in the sidebar. Click on a child’s name to bring up their profile. Click on the Invoices tab on the left. Click on a Monthly Invoice or Manual Invoice to view it. In the ...
    • Downloading a child profile

      Click on Children in the sidebar. Click on the name of the child to be taken to their profile. Click on the icon in the top right. The profile will begin downloading to your browser as a PDF.
    • Importing and reconciling payments

      Reconciliation is the process of matching the payments you receive with existing invoices on the system. If parents have paid through eypay, then most payments should be added to the system automatically, but you can also use Bank Feeds to sync ...