Create Manual Statement

You can create a manual statement for participants by following the steps below:

1.      Go to CRM > Clients

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2.      Search and select the participant you would like to create a manual statement for.

3.      Open the Service Contract that you would like to generate a manual statement against.

4.      Click on the Monthly Statement button in the participants Service Contract.

5.      Enter the date range and choose either Generate PDF or Generate Email depending on whether the statement should be emailed.

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