Balance O/S means balance outstanding. Use this report to check how much is still owed on selected school payment items.
A snapshot in time: The report shows the amounts outstanding when it is generated. Generate a new report if you need updated figures.
1. Generate the report
- Open Payments → Manage Payment Items.
- Click Balance O/S.
- In Outstanding balance report, choose the statuses and Financial year you need.
- Select the payment items to include.
- Click Report.
- Open the Shop Item Summary Excel file in your Downloads folder.
2. Read the report’s three tabs
- Summary: The outstanding balance for each payment item included in the report.
- Item: The amount due from individual students/parents, grouped by payment item.
- Summary by Guardian/Student: The amounts due grouped by primary contact number, giving a family-level summary.
Check the selected items and financial year before using the report to follow up with families.