Statements can be generated from within the account. To do so, click on Create Statement located on the top right under Actions:
Once you have done that you will see the following screen:
You have the ability to choose from three different Statements. The First option will be an Outstanding Statement based on a date you specify. By default the system will put in today's date but that can be changed if needed. This statement will show everything that is still open on the persons account, basically anything that hasn't been paid yet.
The second option you have is a Period statement which allows you to enter in the between dates. By Default this will show you every single payment and charge that came in within that time frame specified.
The third option is a Tax Statement. This statement will automatically populate the dates based on last tax year. These dates can be changed if needed.
Once you have selected what type of statement you wish to run you can then look over to the right hand side for more options. The type field lets you choose from All transactions to either charges or payments only. You can then specify how to group them on the statement.
There is also an option to specify which charge types to show on the statement. You can do all of them or just one, it really depends on what you are looking to do.
At this point you can click on Preview Statement so that the system configures the statement with all of your filters. Once it finishes running you will see a preview at the bottom. If all looks well you can click on Generate PDF to download a PDF directly on your computer. You can then email it directly to the person if needed or you can click on Send Email and it will email the person right from the system with the Statement Attached.