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Letters and Statements

PDS provides several types of family, student, and financial letters and statements, like welcome letters and billing statements. You can:
  • Create a new letter
  • Modify parts of existing letters, like letterhead, letter date, inside address, closing, and margins
  • Specify which funds, time periods, or activity groups to include on financial statements
  • Send letters and statements by email
  • Send separate statements and billing copies

To locate letters and statements, on the Reports tab, click the button related to the type of report you want. The Family, Parent & Guardian, and Personnel report groups have a section called Letters. The Tuition & Fees report group has a Financial Statements section. Expand it to see the predefined reports.

Watch & Learn

Learn to make a simple letter to send to families. 7 min 13 sec

It may take a minute for the video to display. To enlarge the video, click the Fullscreen icon in the video player (beside the play button).

To watch more videos, visit the PDS Video Library.