Statement Maintenance

Statements allow you to set up a Person to receive a consolidated report of the financial activity for one or more accounts and/or service agreements. The topics in this section describe how to maintain statements.

Note:

The system creates most statements behind-the-scenes. Most statements are created by the system when it processes the statement cycle schedule. You should only have to access the statement pages to regenerate a statement or to add a statement real-time. For information about how the system creates statements, refer to The Statement Creation Background Process.