Statements - Individual

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

Quick Guide

Step 1 - Open the member Adhoc Statement tool

• Use the Quick Search feature on the main menu to navigate to the member record
• Click the Member Action button and select Financials and Statements
• Click the +Statement button. This action opens the Adhoc Statement tool

Step 2 - Enter the statement details and create

• Select the Account from the menu options
• Set the statement From and To Dates. Only transactions created within this period will appear on the statement
• Only enter a Due Date if the transactions on the statement are payable by a specific date (generally not required for membership subscription and other general invoices because they have their own due date) - refer to important notes below for House or Charge to Accounts
• (Optional) Tick the Detailed check box for all transaction to be included on the statement
• (Optional) add a Note to the statement. Visible to member
• Click any one of the the +Action buttons (create, print, email, download) to create the statement

Important Notes: 

• House or Charge To Accounts: If the Account Type settings include a due date i.e. number of days after statement is created and grace (default) period for payment, the due date will fill automatically and cannot be changed
• If the statement remains unpaid, after the due and default dates have passed, the member's membership statuses will change to Inactive and Unfinancial