Overview

The Payment History Report provides a record of payments received from students during a selected reporting period. It allows administrators to review payment transactions, verify payment amounts, and generate printable payment statements.

Use this report to reconcile fee collections, confirm student payments, and maintain payment records for financial reporting.

Unlike the Account Statement Report, which includes charges, invoices, balances, and deposits, the Payment History Report focuses specifically on completed payment transactions.

Prerequisites

Before generating this report, ensure that:

• Student payments have been recorded in the Billing & Fees module.
• Fee assignments exist for the students.
• You have permission to access the Reports module.

Generate the Payment History Report

1. Navigate to Reports > Billing & Fees.
2. Select Payment History.
3. Select the required reporting period from Select Date.
4. (Optional) Enable Show Overdue Only if you want to filter the report accordingly.
5. Click Search.

The payment history report is displayed.

Understanding the Report

The report displays payment information for each student, including:

• Student Name
• Student ID
• Grade Level
• Phone Number
• Paid Amount
• Open Balance
• Overdue Balance
• Print option

Use the Search field to quickly locate a student.

Use Advanced Search to apply additional filters.

View Student Ledger

Click the Student Name to open the student's Ledger.

The Student Ledger provides a complete financial overview of the student's account, including:

• Total Fees
• Total Payments
• Balance Due
• Deposits
• Transaction history
• Charges
• Payments
• Due dates
• Payment methods
• Outstanding balances

This allows you to review the student's complete billing history without leaving the report workflow.

Print a Payment Statement

Click the Print icon in the Action column.

The printable payment statement includes:

• School information
• Student information
• Total Fees
• Total Payments
• Balance Due
• Deposit Balance
• Payment date
• Fee Type
• Transaction Type
• Payment Method
• Amount Paid

The statement can be printed or saved as a PDF for record keeping.

Print Statements for Multiple Students

1. Select one or more students using the checkboxes.
2. Click Print Statement for selected students.

openSIS generates printable payment statements for the selected students.

Export the Report

Click the Excel icon to export the payment history report.

Filter the Report

Use the Filter icon to customize the displayed records.

Tips

• Use this report to verify payments received during a selected period.
• Open the Student Ledger when you need additional billing details beyond payment records.
• Print payment statements when responding to parent payment inquiries.
• Export payment history for accounting and financial reconciliation.