Manually Generate Statements
- From the left-hand menu select Statement
- From the Statement List screen, select Generate Statements
- Select the Billing Cut Off date for the transactions to be included in this batch of Statements
- Put a check mark by "Select Bill To" to generate statements for ALL of your Bill To entities.
- With "Select Bill To" unchecked, use the drop down to select certain Bill To entities you would like to generate Statements for.
- Click Preview Statements in the bottom left-hand corner and review statements for accuracy. Click cancel to make any changes
- Click Generate in the bottom right-hand corner