How to Preview Statements displaying the manual invoices and/or credits. 

Follow these steps to preview:

1. Select Accounts Receivable.  

2. Select Statements.  

3. Select Process Statements.  

4. Select Location = Select the location.  

5. Select a Period = Select the period the user publishing statement for.  

6. Select Preview Mode = Leave checked to view the statements.  

7. Select Preview Statements.  
   • Previously published statements will display without a blue checkmark
   • To update/ refresh, either click to add the blue checkmark to a specific payer, or click the orange refresh icon found to the right on the payer’s statement line

8. Review statements for accuracy.  

Should there be manual invoices or manual credits, the statement should be re-published to display the most up to date information on the payer’s statement, as well as in the payer’s contact ledger and other reports.

To publish a statement:

1. After reviewing your updated statements and selecting the statements to publish (blue checkmark)
2. Scroll down to the bottom to review the Publish Date
3. To email out statements: Select the “Send on Demand Alerts”
4. Click the “PUBLISH STATEMENTS” button to publish and complete