Viewing Statements Online
In order for statements to be viewed online a Parent Account must exist to enable that parent to log into their LINC-ED account. By default the ability to see Financials is turned off when Parent Accounts are created.
To turn on the Show Invoices function:
1.Find the student and click on the i icon to take you to their basic information.
2.Click on the Contact tab of any contact that has a Parent Account in existence. You will know it exists by the existence of the Email Tracking button at the top of the screen.
3.Click on View the account associated with this address.
4.Click on User Options.
5.Click on the Show Invoices slider to change it to Yes.
If you would like the Show Invoice flag turned on in bulk please contact the Helpdesk.
What Parents Can See
When financial account viewing is turned on for parents via their online log in, there will be a Finance button at the top of the screen. Here is a snapshot of what they will see when they click this button.
As for financial controllers, they will be presented with a full statement of accounts but can click on the 2017 only, or Overdue buttons to give them a summarised view. Clicking on the blue value in the credit column will show them all their payments. From here parents are now able to pay their accounts.
NB: Parents cannot see Voided or Fully Written Off invoices.