đ Not all settings have enabled bill payers to generate their bill payer statement. If you're not sure, reach out to your child's setting
What Is a Bill Payer Statement?
Our bill payer statement feature allows you to download evidence of both pre-tax payments and invoices issued over any period you choose, from the bill payer account page.
Statements include the following details:
Institution tax ID
Institution logo
Bill payer details:
Name, phone, and address of the bill payer
Name(s) of child(ren)
Opening and closing balance for the selected period
List of all payments made in the selected period, including overall sum
List of all invoices received in the selected period, including date and invoice total
This example statement gives you an idea about what to expect:
đĄ Keep in mind that only pre-tax payments are included in this statement. Non-tax deductible payments such as Tax Free Childcare will not appear
Where to Find Your Bill Payer Statement
To generate this statement, click on the Home icon in your sidebar, then go to the Balance tab. Youâll see the Statement section on the left-hand side. Choose the period youâd like to see, then click Open to view your statement.
You can pick a single year, or choose any start and end date. That could be a term year (September to August), the tax year (April to March), or a period spanning several years.
You can print or save this page using the browser print function. The keyboard shortcut for this is Ctrl + P (Windows) or Command + P (macOS).
Opening and Closing Balance
Statements open with the balance carried over from before the period you chose and end with a closing balance, so you get a complete summary of your account.
The balance is shown in different places depending on the statement you choose:
The All and Universal Credit statements show the opening and closing balance
The Payments only and Invoices only statements show a total instead
A few things are worth keeping in mind:
Only cleared payments are counted. If a payment in the period is still processing, the statement shows a note saying so, so a balance that looks slightly off for a few days is expected
Invoices and payments sit in a period by their invoice or payment date, not their due date
Credits only affect the balance once theyâve been applied to an invoice
Universal Credit
A tax statement designed to meet the requirements for Universal Credit, together with the associated invoices, is available by choosing Universal Credit in the drop-down menu in the top right corner.
đĄ Keep in mind that only pre-tax payments are included in this statement. Non-tax deductible payments such as Tax Free Childcare will not appear