How to print and email account statement to payers from Transactions or Child Profile Ledger?

Posted on: 11/20/2018 1:42:41 AM
Replied by : support@icaresoftware.com

Print Statement and Email Statement features have been introduced in the Action menu on Transactions and Child Profile page. You may print or email the statement for last 30 days of the payer using these options.

To Print Statement, navigate to the Child’s Profile Ledger and,

  1. From Action menu, select Print Statement option and confirm to download the statement of the selected payer (contact) as a PDF file.

To Email Statement,

From Transactions page/report,

  1. Select a payer row and choose Email Statement option from the Action menu. Confirm to download the statement of the selected payer (contact) as a PDF file.

From Child Profile Ledger,

  1. Navigate to the Ledger tab on Child Profile page. From Action menu, select the Email Statement option and confirm.

Leave a Comment / Question

Copyright © 2020 Orgamation Technologies, Inc. All rights reserved.