IN BRIEF
Statement options in iClassPro control what information appears on account statements, including how charges are grouped, whether credits are shown, and which contact details are included. These settings apply system-wide and affect all generated statements.
Overview
Statement options allow administrators to define how account statements are generated and displayed for families. These settings determine which charges and payments are included, how they are grouped, and what identifying information appears on the statement header and summary sections.
All statement options are configured at the System level and apply whenever statements are generated, printed, or sent.
Accessing the Feature
- From the main navigation menu, go to Settings.
- Choose Setup.
- Expand the Family Settings section.
- Select Configure Statements.
Step-by-Step Instructions
Statement Type
This setting determines whether statements are generated at the Business level or the Location level.
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Business
- Includes all charges and payments on the statement, regardless of which Location they are associated with.
- The business name, address, and phone number shown on the statement are pulled from the Business Information section of the System settings.
- When Business is selected, you can upload a Business Statement Logo, which will appear on all statements.
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Location
- Includes only charges and payments associated with the Location selected at the time the statement is generated.
- The business name, address, phone number, and logo shown on the statement are pulled from the selected Location’s settings.
- When Location is selected, a Location Statement Logo can be uploaded under SETTINGS>LOCATIONS.
Show Account Credit
This option controls whether unapplied payments or account credit appear in the summary section of the statement.
- When enabled, any available account credit is displayed in the statement summary.
- When disabled, account credit is not shown on the statement.
Show Only Current Charges
This option limits which charges appear on the statement.
- When enabled, only current charges are included.
- Enabling this option also activates the Show Charges By setting, which determines how those charges are evaluated.
Show Charges By
This setting is only available when Show Only Current Charges is enabled. It determines how the System identifies which charges are considered current.
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By Active Date
- Displays all charges with an outstanding balance that have an active date on or before the current date.
- This follows the System’s existing behavior for determining current charges.
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By Due Date
- Displays charges with outstanding balances that are due on or before the current date.
- Charges with due dates up to 30 days in the future are also included.
Show Client Phone Numbers
This option controls whether client phone numbers appear on statements.
- When enabled, client phone numbers are displayed directly below the address on the statement.
- When disabled, phone numbers are not shown.
Troubleshooting & FAQs
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Why do some charges not appear on a statement?
- Check whether Show Only Current Charges is enabled. If it is, charges may be excluded based on the selected Show Charges By option and their active or due dates.
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Why does the statement logo change depending on how I generate the statement?
- This depends on whether Statement Type is set to Business or Location. Business statements use the Business Statement Logo, while Location statements use the logo assigned to the selected Location.
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Can I show account credit without showing all charges?
- Yes. Show Account Credit and Show Only Current Charges are independent settings and can be enabled or disabled separately.