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Create a Statement: Account Level (How To)

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    Statements can be created for individual accounts or in bulk. This article details how to create a statement for an individual account.  

    Before You Begin

    Navigate to the specific account that needs a statement. 

    Generate the Statement

    1. On the upper right side of the account page, under Actions, select Create Statement.
    2. Under the statement selection, choose the statement type. The options are:
      • Outstanding on
      • Period
      • Tax Statement
    3. The right side of the page will allow for selection of what is shown on the statement. 
    4. Select Preview Statement to see what the statement will look like with the chosen settings. 
    5. When ready to send the statement to the people on the account, select Send Email for it to be emailed directly (a preview of the email will not be shown to the admin). Select Generate PDF to preview the statement and print to put in the mail.

    Statement Types


     

    Fields Description
    1. Outstanding On Lists all outstanding transactions through the date chosen.
    2. Period Lists all transactions within the period selected.

    3. Tax Statement

    		 Lists all transactions for the most recent tax year.
    4. Quick Links

    Enables admin to quickly select a date range. Options include:

    • Last Month
    • This Month
    • Last Year
    • Year-to-date

     

    Statement Options

    Fields Description
    1. Transaction Type

    Select to display on the statement:

    • all transactions
    • charges only
    • payments only
    2. Group By

    Select:

    • Charges - groups charges together
    • Don't Group - displays transactions by date
    3. Attach Cover Letter Include a cover letter with the email or PDF version of the statement. Learn more about statement templates.
    4. Show Balances Without Scheduled Payments Show balances due, even if a recurring payment is set up to collect the balance.
    5. Show Future Balance (if exists) Show balances that includes scheduled payments.
    6. Charge Types

    Display charge types:

    • Regular - all charge types without any type of sorting
    • Single Parent Charge Type - parent charge types only
    • Split by Parent Charge Type - all charge types divided by parent charge type.

    If either of the parent charge type options are selected, a field enabling the admin to select the parent charge type(s) will appear.
    7. Special Charge Types

    Generate a statement that includes:

    • Skip Special Charges
    • Only Special Charges
    • All Charges

    Charge types are indicated as special in My Lists > Charge Types. Special charge types typically print on their own statements rather than being included in annual/monthly statements.
    8. Draft Mode: Do not generate with an ID or track creation Create a draft statement without a date so it can be regenerated in the future. Typically used in Canada.

     

    Preview/Send Options

    Fields Description
    1. Preview Statement Select to preview the statement based on above selections
    2. Send Email Select to send email to billing email address with statement attached. No preview of the email is provided.
    3. Generate PDF Select to download a PDF version of the statement to admin's computer.
    4. Preview Area Review the items that will appear on the statement.

     

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