> For the complete documentation index, see [llms.txt](https://info.edusuite.asia/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://info.edusuite.asia/product-guide-uni/admin-home/finance/soa-manager.md).

# 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