Financial Statements
Electronic Statements
On the first of the month, CutTime automatically sends out an "automated statement reminder" to Guardians who still have a balance on their student's account. You can turn this feature off in your program settings page.
Additionally, because of our "magic" link technology, every guardian in CutTime has easy access to their up-to-date financial statement in their dashboard.
- Guardians log in by clicking their magic link in any text from CutTime. (See Magic Link - Best Practices if they've lost their magic link.)
- They select the program they want to view.
- They can scroll past the recent announcements and events to see their current financial statement. Guardians can also make payments to their student fees here if the program has enabled Online Payments.
Sample Announcement to Direct Attention to Statements:
Subject:
Financial Statement
Content:
Click the "Jump to: Financials" link or scroll down past your Announcements, Events, Inventory Assignments, and Documents on your dashboard to see your up-to-date Financial and Transaction Summary. We have updated all cash and check payments turned into us on or before [cutoff date]. If you have any questions, please contact [person] at [email]!
Once they see the announcement, they can scroll down to see their financial statement:
They can also scroll further down to see all specific costs, credit transfers, and previously logged payments on their account.
Printing a Program Membership Details
- Search for the member for whom you'd like to print the membership details on your members page and click their name to open their Program Membership Details page.
- On the Program Membership Details page, select "ctrl + p" for PC or "cmd + p" for mac, and you will be prompted to print such page for that member. For optimal formatting, you can change your print settings by clicking "More settings," and ensuring that your margins are set to "default."