Statements - Individual

Use this option to create and email, print or download a statement for a specific individual

Quick Guide

Step 1 - Search for the individual member by navigating to Members and select Directory

Step 2 - Use the search fields (member number, surname, or first name) to find the member

Step 3 - Select Statements from the Action drop menu (this will redirect you to the member's Statements repository)

Step 4 - Click +Statements button

Step 5 - Complete statement details;

• Account
• Statement period (From and To dates)
• Statement due date
• Detailed (optional)
• Note (optional)

Step 6 - Click either Create, Print, Email or Download to generate the individual statement 

Step by Step Guide

Step 1 - Search for the individual member by navigating to Members and select Directory

Step 2 - Use the search fields (member number, surname, or first name) to find the member 

Step 3 - Select Statements from the Action drop menu (this will redirect you to the member's Statements repository)

Step 4 - Click + Statements button

Step 5 - Complete statement details;

• Account
• Statement period (From and To dates)
• Statement due date
• Detailed (optional)
• Note (optional)

Step 6 - Click either Create, Print, Email or Download to generate the individual statement