Generate Statements

How to create statements to be printed or emailed

Updated over a week ago

Manually Generate Statements

  1. From the left-hand menu select Statement

  2. From the Statement List screen, select Generate Statements

  3. Select the Billing Cut Off date for the transactions to be included in this batch of Statements

  4. Put a check mark by "Select Bill To" to generate statements for ALL of your Bill To entities.  

  5. With "Select Bill To" unchecked, use the drop down to select certain Bill To entities you would like to generate Statements for. 

  6. Click Preview Statements in the bottom left-hand corner and review statements for accuracy.  Click cancel to make any changes

  7. Click Generate in the bottom right-hand corner

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