Where Do I Configure Statement Options?

Learn how to configure different options for account Statements generated from iClassPro.

Where can I configure Statement options?

You can find the statement setting by navigating to SETTINGS>SETUP>FAMILY SETTINGS>CONFIGURE STATEMENTS in your account.  From there, you can configure the different options.

Statement Type

  • Choose Business or Location.
    • If you choose Business, all charges/payments will be included on the statement(s), regardless of which Location(s) they are related to. The business name, address, and phone number shown on the statement(s) will be derived from the Business Information section of your settings.
      • If Business is the selected Statement Type, you will be given the option to upload a Business Statement Logo.
    • If you choose Location, only charges/payments related to the Location you have selected when you choose to print the statement(s) will be included. The business name, address, phone number, and logo shown on the statement(s) will be derived from the selected Location.

Show Account Credit

Enabling this option determines whether or not unapplied payments/account credit is shown in the summary section of the statement.

Show Only Current Charges

Show Charges By


When the "Show Only Current Charges' setting is enabled, the system will display the "Show Charges By" field with two options in a dropdown (which the client must choose one of):

  • By Active Date
    • If this option is selected, then the existing behavior will not change and we will show all charges with an outstanding balance and an "active date" on or before the current date in the statement
  • By Due Date
    • If this option is selected, then the statements query should look for any charges with outstanding balances that are due on or before the date current date (and up to 30 days in the future).

Show Client Phone Numbers

If this option is enabled, then the client phone numbers will appear directly below their address.

Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).