# SOA Manager

The **SOA Manager** allows you to **view, generate, download, and send** students' **Statements of Account (SOA)**. You can generate SOAs in bulk or for individual students.

## Access and Navigation

The **SOA Manager** can be found under **Finance**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf2HuEyPzFAEntY7gv9H7nsD0NZUqnZPro2Ld49e8UENkBZwVstFmXElhOMhkykvrjqj6XqK5X-vnx3qdtFJcCd_2fR3VGJQMnldG3bF5S1Z6cx1cYLvqxQ0LonOJOuUaa_Gs41FqWy1j8g5wJDt1bxoEgm?key=pXre46LEy2mgXwC6eEc0ZA" alt=""><figcaption></figcaption></figure>

Check the privilege assigned to your user account or role if you cannot view a link from the list.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.
{% endhint %}

## Generate Statement of Account

* Select the **term** and **payment scheme** for which you want to generate SOAs

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdkT-GS6gI_G_z-UX7KSTR9k1iU5YnQpH_Klp-TBEQCv69woa67IBoy4cft8G3hwMF23zwY0Ttseo_FqyhExWHsL1WSUKei3WltLMpqyesQ2eSfnBXOYavjL7tnOwQn4HtNXalvLLAR3DmJEA51TnoayMNv?key=pXre46LEy2mgXwC6eEc0ZA" alt=""><figcaption></figcaption></figure>

* Click the **Generate (refresh) button** next to the due date
* Choose one of the following options:
  * **Officially Enrolled Students** – Includes only students who have been tagged as officially enrolled when recording payments
  * **All Students with Active Assessments** – Includes both **enrolled and enlisted students** who have an active assessment

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfiUVELpoQoizk9dRhOCkfWX0pNRGUY8JqciJTqctz9RAn9pUpSCJFwxBv2iLhDcSbGYb3mdMpVdSNjxiCDWLjDoCihYntW03ZQanVX4D0rno-PkJOFcz6WEZmXPnj4DBkoiGFYoLAffwcQNNPfNjkUymw?key=pXre46LEy2mgXwC6eEc0ZA" alt=""><figcaption></figcaption></figure>

* Click **Generate** to proceed

{% hint style="warning" %}

* Ensure that all students have selected a **payment scheme**. The SOA Manager **cannot generate** SOAs if at least one student is missing a payment scheme.
* Once generated, you will see all SOAs for the selected term and payment scheme.
  {% endhint %}

## Download Statement of Account

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdD_OVM1iPhnuDG3cCb-52EWYeI0j5m3_9OoWzAnqva6PexE2SbA8zi4QlINo-asU5gxk6XFS2YlzSUU_ycVj2vjkajlEAi4AOIEMrEqqd_vXYht8EANzqcKw26MWudmUNHh80LBQyD0LLJ1wLm8NNVYELS?key=pXre46LEy2mgXwC6eEc0ZA" alt=""><figcaption></figcaption></figure>

* **For an individual student**: Locate the student and click the **Download** button on the right
* **For all students in the selected term and payment scheme**: Click the **Download** button next to the search bar

## Send Statement of Account

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXerhVuAG-mUZqv_DA0GNLxUpIUSXWHKFNRKMLzwuTSEslBJ_1ELZ0Yk2PGSPEPeuAtPI5GeGK05lT9_RVJPEFPtmpGfsjQzupZA8_lkH_jYo-ybEwZpHydPkXzqZ5x6jXOJO1cOiP_tKJHkdHeUTJt-pfBk?key=pXre46LEy2mgXwC6eEc0ZA" alt=""><figcaption></figcaption></figure>

* **For an individual student**: Locate the student and click the **Send SOA** button on the right
* **For all students in the selected term and payment scheme**: Click the **Send SOA** button next to the search bar


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://info.edusuite.asia/product-guide-uni/admin-home/finance/soa-manager.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.