Print or email a family statement

Objective

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Print or email a statement showing a family’s transactions and payments for a selected period.

Solution

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From the Family record, choose the statement format and transaction period, then generate or send the statement.

1. From the Family record, select Statement.
2. Select Printed Statement (PDF) or Email Statement.
3. In the Transaction Search section, define the statement period using one of these options:
   • Search Transaction History 
   • Transaction Date From and Through
4. Continue based on the statement format selected:
   • For Printed Statement (PDF), select Submit to generate the statement.
   • For Email Statement:
     1. Select Preview Email Statements List.
     2. Use View to preview it before sending. 
     3. Check the Send? checkbox for the family, or select Check All Rows. 
     4. Select Send Emails.

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