--- title: How to Create Parent Payment Reports (e.g. Tax Receipts, Donation Receipts) description: How to create and send payment reports to customers. --- [Skip to content](https://support.tuiopay.com/a.-what-are-parents-reports-and-how-to-create-one#main-content) English Show submenu for translations [![TUIO-logo-cmyk.png](https://support.tuiopay.com/hs-fs/hubfs/TUIO-logo-social-type-400x400-rgb.png?width=125&height=125&name=TUIO-logo-social-type-400x400-rgb.png)](https://support.tuiopay.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact support](mailto:support@tuiopay.com) [Contact support](mailto:support@tuiopay.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en) 2. [Parent Management & Communications](https://support.tuiopay.com/parent-management-communications?hsLang=en) 3. [Parent Management](https://support.tuiopay.com/parent-management-communications?hsLang=en#parent-management) June 1, 2026 # How to Create Parent Payment Reports (e.g. Tax Receipts, Donation Receipts) [![](https://cdn.loom.com/sessions/thumbnails/6d06e99d08b44fad831c31f81198605a-8ac61c6dd909382d-full-play.gif)](https://www.loom.com/share/6d06e99d08b44fad831c31f81198605a) **This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes. Note the Reports tab location has changed (read below). **   ---   ### **Further Reading** **Generating and Sending Parent Payment Reports** While parents can download and print invoices directly from their TUIO account, they may occasionally need a comprehensive summary of payments made within a specific date range—for example, for tax purposes. As an administrator, you can generate a detailed payment report and send it to parents by email. The report will also be available in the parent portal, where parents can download it themselves. --- ### **How to Create a Parent Payment Report**   1. **Go to the Reports Tab** Click **Reports**, then select **Receipts**. After click **Tax receipting** and **Create batch** to create a new one. ![2026-03-20\_13-11-46](https://support.tuiopay.com/hs-fs/hubfs/2026-03-20_13-11-46.png?width=670&height=336&name=2026-03-20_13-11-46.png) 2. **Fill in Report Details** On the report Details page, complete the following fields: - **Batch Name**: Give your report a clear title, such as *"Tax Receipt - 2024."* - **Receipt Description**: Add optional details like your school ID number, tax number, or nonprofit registration. - **Total Line Label**: Customize the label that appears above the total, e.g., *"Total tuition fees"* or *"Total childcare payments."* - **Format**: Choose the type of PDF to generate—**Tax Receipt** or **Donation Receipt**. 3. **Define Report Scope** Select the **program(s)** and **payment date range** to include in the report. TUIO will total each student’s payments made during that period. Optional settings: - **Include registration fee invoices**: Adds paid registration fees to the report. - **Show transaction history**: Includes invoice-level payment breakdowns. 4. **Add Administrator Name & Signature** Enter the name of the administrator to be displayed on the report. Upload a signature image (a photo of a handwritten signature will work fine). [![](https://support.tuiopay.com/hs-fs/hubfs/Knowledge%20Base%20Import/create%20report%20parent%20report-1.png?width=670&height=502&name=create%20report%20parent%20report-1.png)](https://support.tuiopay.com/hubfs/Support%20Docs%20Images/create%20report%20parent%20report-1.png?hsLang=en) --- ### **Reviewing and Sending Receipts** After saving the report, continue with the following steps: 1. **Preview the Report** Click **Download Preview Receipt** to check how it will appear to parents. 2. **Go to the Receipts Tab** This section shows all families included based on your report criteria. - **Activate a receipt**: Check the box in the **Receipt** column to enable a receipt for a student. - **Edit receipt amount** (if needed): Once enabled, you can manually adjust the amount in the **Receipt Amount** field. - **Send the report**: Click **Send** to email the receipt to the parent. The **Receipt Status** will update to *Sent*. - **Download options**: - Use the three-dot menu to download individual receipts. - Click **Download All** to download receipts for all families at once. 3. **Make Edits or Resend** If changes are needed after sending, edit the **Receipt Amount** and click **Send** again to resend the updated report. --- ### **Bulk Actions for Efficiency** You can select multiple families to perform the following actions in bulk: - Create Receipts - Edit Receipt Amounts - Send to Parents - Download Receipts - Delete Receipts This makes preparing and distributing payment reports quick and easy. - [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en#main-content) - [Overview & Structure](https://support.tuiopay.com/billing-payments?hsLang=en#overview-structure) - [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans) - [Students & Enrollments](https://support.tuiopay.com/billing-payments?hsLang=en#students-enrollments) - [Invoices](https://support.tuiopay.com/billing-payments?hsLang=en#invoices) - [Donations & Fundraising](https://support.tuiopay.com/billing-payments?hsLang=en#donations-fundraising) - [Forms, Attendance, Class & Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#main-content) - [Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#student-management) - [Registration & Non-Registration Forms](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#registration-non-registration-forms) - [Attendance & Class Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#attendance-class-management) - [Parent Management & Communications](https://support.tuiopay.com/parent-management-communications?hsLang=en#main-content) - [Parent Management](https://support.tuiopay.com/parent-management-communications?hsLang=en#parent-management) - [Communications & Notifications](https://support.tuiopay.com/parent-management-communications?hsLang=en#communications-notifications) - [Reports, Exports & Reconciliation](https://support.tuiopay.com/reports-exports-reconciliation?hsLang=en) - [Platform Management & Settings](https://support.tuiopay.com/platform-management-settings?hsLang=en) - [Software Releases & Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#main-content) - [🚀 Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#future-roadmap) - [🆕 Software Releases](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#software-releases) - [Integrations](https://support.tuiopay.com/integrations?hsLang=en) Copyright © 2025, TUIO