Skip to main content

How to manually generate Statement

Updated over 2 months ago

On the Statements page, you can generate a statement manually by clicking 'Generate Manual Statement.'

Just choose the participant and date range, then hit submit.



How to SEND a Statement
1. After generating the statement, Select the statement
2. and click ‘Send’


How to DELETE a Statement
1. After generating the statement, Select the statement
2. and click ‘Send’

Under Configuration, you may check the Participant's statement set-up


If the participant's is set up to receive statement :

Weekly - the statements will be sent out every Sunday.
Fortnightly statements are sent out on every other Sunday
Monthly - the statements will be sent out on the 1st of each month.




Did this answer your question?