Statements provide a summary view of all billing activity that has taken place in a given statement period. Statements are generated as a PDF and are linked from the Student Account on Playground's web or mobile app.
The last page of the statements can be used for tax purposes. Primary guardians on the account can generate their own statements at any time from the mobile app or web dashboard.
The article below outlines how to generate statements and how to read the statement.
View Statements
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You can generate a statement for tax purposes at any time in Playground. Statements will be generated per family, meaning all siblings will be included on one statement. You can generate a statement using two methods:
Generate Statements on Mobile
Start on your Home screen.
Tap the three-line menu button in the upper-left corner.
Tap Payments to reach the Payments Portal screen.
Tap Statements to reach the Statements screen. Here, invoices from your center are organized chronologically.
To open a specific invoice, tap the invoice you'd like to see. If no invoice is visible or you'd like to generate the most recent invoice, tap Generate new invoice to date.
A web-based PDF of the invoice will open. If you would like to share or print the invoice, tap the share icon on the bottom right of the screen.
Your provider's Taxpayer Identification Number (TIN) should be visible on the top right of each page of the statement as highlighted below:
If your generated tax receipt does not have a Taxpayer Identification Number (TIN), send your admin this article on How to add taxpayer identification number.
When you're done viewing the invoice, tap Done in the upper left of the screen to return to the Statements screen.
Generate Statements on Web Dashboard
On the Billing tab of your dashboard.
Scroll down to Statements and click Generate Statement.
A popup will show asking you to select all data or a specific date range.
Click View to download the statement onto your laptop.
Open the file and scroll to the bottom to view your tax receipt.
Your provider's Taxpayer Identification Number (TIN) should be visible on the top right of each page of the statement as highlighted below:
If your generated tax receipt does not have a Taxpayer Identification Number (TIN), send your admin this article on How to add taxpayer identification number.
Read a Statement
When a provider adds a student to their billing platform, they will determine the child account's billing frequency. This interval dictates the frequency in which a new statement will be displayed on the student’s account. This also determines the due date and overall billing cadence.
Top of the statement
At the very top of a Playground statement, you'll see basic provider, student, and balance information including:
Statement Number |
|
Statement Generation Date |
|
Provider Information |
|
Student(s) Name(s) |
|
Amount Due | Current balance due, including any overdue amounts. |
Current Balance Due Date |
|
Statement Summary
Next, you'll see a Statement summary section. This section will include:
+ Overdue Balance Amount ($) | Any amount overdue from previous period |
+ Debits ($) | New charges due for the current billing period |
- Credits & Payments ($) | Deductions or payments that reduce the current balance |
= Ending Balance ($) | The total of the above three numbers |
Itemized Ledger
Below the summary, you'll see an itemized Ledger. This section will include every single charge, payment, and credit recorded for the time period of the statement. The columns in this section include:
Invoice Date | Date the charge is added to the student's current balance |
Item | Description of the charge with optional service dates |
Due Date | When the item is due |
Student(s) Name(s) | The student(s) the items are assigned to |
Charges ($) | Charge amount posted to the student's account that families are responsible for and that is added to the current balance |
Credits ($) | Deductions or payments made that reduce the balance amount |
Balance ($) | A running current balance as charges and credits are added to the ledger |
Transactions
The very last page of every Playground statement will include an itemized list of payments made. This is often used for end-of-year taxes or to submit to employers for reimbursement. This section will include:
Payment Date | Date of transaction |
Payment Method | Payment method used for transaction. If it was an offline payment, the provider will record the type of payment method used (i.e. cash, check, Venmo, Zelle, etc.) |
Amount Paid ($) | Amount |