Contents x
    Generating Statements
    • 1 Minute to read
    • Print
    • Dark
      Light
    Contents

    Generating Statements

    • 1 Minute to read
    • Print
    • Dark
      Light
    Article Summary

    Here's how to generate a statement:

    1. Filter the list of transactions to find the transaction(s) that you wish to include in the statement.
    2. Select the Statement template that you wish to use.

    image.png

    1. Click Print for this page or Email all to generate the statements.

    • Print for this page: You are shown about 50 rows of people to send the generate the statement for. This is for performance reasons. Clicking 'Print for this page' will generate a single PDF for all the people on the page ready for you to print. You will be prompted with a 'download' button once the statements are ready.

    • Email all: This will place your request for emailing the statements to everyone listed in all of the pages. Therefore you only need to click this once - and everyone in your search results will be processed.

    Note

    To test a statement before generating statements go to a profile page of any contact that has transactions, click Finance and then click STATEMENT.

    On a persons finance tab, a statement can be generated. This now includes the ability to filter by account code for those that need to be specific about the transactions that appear on the statement.

    Was this article helpful?
    What's Next