Sending a Statement to an Individual Account

Modified on Wed, 6 Mar at 1:01 AM

This article will assist you with generating and sending a statement to an individual account at your centre. 

To send a statement to an individual account: 

  1. Navigate to the account you are wanting to generate and send a statement for by going to Families > Accounts
  2. Select the Billing tab within the account
  3. Select the Statements tab
  4. Select the +Manual Run button
  5. Select the Statement Period that you want to run the statment for. You can choose to enter a Statement Period by cycle type or by date range. 
  6. To email this statement to contacts on the account, select Send email to statement contacts from the Email Contacts options. 
  7. Select Run

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