Before You Begin:

If you want to send Balance Statements via email, you will need to provide SMTP credentials to a MealTime Support Technician who will test and verify functionality for you. This will likely require some assistance from your organization's IT Department.


Access to individual parts of this feature depend on a user's role and the permissions granted to that role. Point of Sale Administrators and Kitchen Managers can add and edit Balance Statement designs. The Cashier Plus role can print and email already queued statements. Cashiers have no access at all.


Note! You may want to use the POS User Settings found in the Administration module to prevent users with Kitchen manager and Cashier Plus roles from creating, modifying, and printing balance Statements for schools other than their own.



-> Go To: Point of Sale > REPORTS > Customer Balance Statement


The Customer Balance Statement consists of four pages; Design, Execute, Queue and History. Use the following links to access the knowledge base article for each page:


Balance Statement - Design
Select criteria to design a Balance Statement which can be saved and reused.
Balance Statement - ExecuteExecute the designed Balance Statement, queuing emails and/or letters to send.
Balance Statement - QueueAccess queued emails and/or letters to send.
Balance Statement - HistoryAccess history of sent emails and/or letters.