How do I create a settlement report?

The Settlement Report shows the payments that have been transferred to the school's bank account in a given date range.

Please follow these simple steps to access the Settlement Report:

  1. Go to “Accounting” under “Reports” on the left sidebar
  2. Click “Settlement Report”
  3. Enter the date range
  4. Click “Generate Report.” This report will show you all the bank transfer and credit card payments that have settled into your account, based on the dates they settled.