{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Generate a statement","siteUrl":"https://docs.peachfinance.com","description":"API and product documentation for Peach Finance, a lending-as-a-service platform."},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"generate-a-statement","__idx":0},"children":["Generate a statement"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Generate Statement tool creates a billing statement for a specific period. Use this tool to regenerate a statement that needs to be corrected or to create a statement for a past period that the borrower has requested. If a statement already exists for the selected period, the new statement replaces it as the active statement."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Availability:"]}," All clients"," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Required permissions:"]}," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["statement:create"]}," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Loan status:"]}," No restriction"," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Loan types:"]}," Line of Credit, or installment loans with statements enabled in the loan type configuration"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"generate-a-statement-1","__idx":1},"children":["Generate a statement"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["From the agent-view Borrower Portal, open the loan and select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Loan options"]}," > ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Generate statement"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Year"]}," for the statement period."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Period"]}," within the selected year. The period options update when you change the year."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Optionally select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Send notice to borrower"]}," to email the borrower the updated statement."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["If your company requires a Case ID, select a case from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Case ID"]}," dropdown. See ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-only-tools/agent-tools-overview#case-id-requirement"},"children":["Global behaviors — Case ID requirement"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Generate statement"]},"."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The system generates the statement. A progress indicator displays while the statement is being created. When generation completes, a success message appears with a link to view the statement."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"field-reference","__idx":2},"children":["Field reference"]},{"$$mdtype":"Tag","name":"div","attributes":{"className":"md-table-wrapper"},"children":[{"$$mdtype":"Tag","name":"table","attributes":{"className":"md"},"children":[{"$$mdtype":"Tag","name":"thead","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Field"},"children":["Field"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Description"},"children":["Description"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Required"},"children":["Required"]},{"$$mdtype":"Tag","name":"th","attributes":{"data-label":"Values / Format"},"children":["Values / Format"]}]}]},{"$$mdtype":"Tag","name":"tbody","attributes":{},"children":[{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Year"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The year of the statement period."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Yes"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Select from available years"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Period"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The billing period within the selected year. Options reset when the year changes."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Yes"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Select from available periods"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Send notice to borrower"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Sends the statement to the borrower via email."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["No"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Checkbox"]}]},{"$$mdtype":"Tag","name":"tr","attributes":{},"children":[{"$$mdtype":"Tag","name":"td","attributes":{},"children":[{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Case ID"]}]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["The case associated with this action."]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Conditional"]},{"$$mdtype":"Tag","name":"td","attributes":{},"children":["Select from open cases. Required when ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["forceCaseIdOnAgentActions"]}," is enabled."]}]}]}]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"related-pages","__idx":3},"children":["Related pages"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-only-tools/agent-tools-overview"},"children":["Agent-only loan tools"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-only-tools/agent-tools-manage-payments"},"children":["Manage payments"]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/servicing-operations/agent-only-tools/agent-tools-credits"},"children":["Issue and manage credits"]}]}]}]},"headings":[{"value":"Generate a statement","id":"generate-a-statement","depth":1},{"value":"Generate a statement","id":"generate-a-statement-1","depth":2},{"value":"Field reference","id":"field-reference","depth":2},{"value":"Related pages","id":"related-pages","depth":2}],"frontmatter":{"seo":{"title":"Generate a statement"}},"lastModified":"2026-09-11T22:55:40.336Z","pagePropGetterError":{"message":"","name":""}},"slug":"/servicing-operations/agent-only-tools/agent-tools-statements","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}