If you use MomentPath Billing, you have the ability to run a report to show the total payments made using MomentPath. This can be very helpful as tax season approaches. This summary is available for parents to download through the MomentPath App, but can also be accessed by administrators. To run this report:
1. Tap into a Parent’s profile, then tap on the “billing” tab
2. Scroll down to the Invoices and Payments section and tap “Year End Statement”
3. Select the year and report type. A Summary report will offer one total amount. The Detailed report will show the total amount with each invoice number and amount available.
4. If you’d like, you can download this information as a PDF!
If you have any additional questions, please reach out to firstname.lastname@example.org