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.
Availability: All clients Required permissions: statement:create Loan status: No restriction Loan types: Line of Credit, or installment loans with statements enabled in the loan type configuration
- From the agent-view Borrower Portal, open the loan and select Loan options > Generate statement.
- Select the Year for the statement period.
- Select the Period within the selected year. The period options update when you change the year.
- Optionally select Send notice to borrower to email the borrower the updated statement.
- If your company requires a Case ID, select a case from the Case ID dropdown. See Global behaviors — Case ID requirement.
- Select Generate statement.
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.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Year | The year of the statement period. | Yes | Select from available years |
| Period | The billing period within the selected year. Options reset when the year changes. | Yes | Select from available periods |
| Send notice to borrower | Sends the statement to the borrower via email. | No | Checkbox |
| Case ID | The case associated with this action. | Conditional | Select from open cases. Required when forceCaseIdOnAgentActions is enabled. |