View statements in a debtor account

Introduction

A debtor account is where your school stores debtors' payment and billing details. When your school sends a payment request to debtors, this request is a statement, and Zunia makes these statements available in each debtor account.  

This guide shows you how to find and view statements in a debtor account. First, you need to find the debtor account that has the statements you need to view. 

Find the debtor account  

To find a debtor account: 

1. Go to your school's finance entity, then select Debtor accounts.
2. Next, enter the name of the student, debtor or company name in the Search field.
   Any debtor accounts containing those names will display. 
3. Select the debtor account containing the statements you need to view.
   The debtor account details will display.
   Next, you can view the statements in the debtor account.  

View the statements in a debtor account  

To view a statement in the debtor account: 

1. First, select the debtor account. 
2. Then, select Statements to display a list of statements sent to this debtor.
   You'll see a list of statements previously sent to debtors with the following details:
   • Statement run title - is the fee name defined by your school. For example, Year 11 camp fees. This is not visible to the debtors. 
   • Statement date - is when your school created this statement run. 
   • Due date - is the date your school needs to receive payment. 
   • Opening balance - is the total amount that a debtor owes to the school.  
   • Closing balance - shows you the total amount paid on this statement.
3.  Select the statement you need to view from this list.
   
   Now you've found a statement in a debtor account to view the statement summary.