# Generate a statement

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

## Generate a statement

1. From the agent-view Borrower Portal, open the loan and select **Loan options** > **Generate statement**.
2. Select the **Year** for the statement period.
3. Select the **Period** within the selected year. The period options update when you change the year.
4. Optionally select **Send notice to borrower** to email the borrower the updated statement.
5. If your company requires a Case ID, select a case from the **Case ID** dropdown. See [Global behaviors — Case ID requirement](/servicing-operations/agent-only-tools/agent-tools-overview#case-id-requirement).
6. 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 reference

| 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. |


## Related pages

- [Agent-only loan tools](/servicing-operations/agent-only-tools/agent-tools-overview)
- [Manage payments](/servicing-operations/agent-only-tools/agent-tools-manage-payments)
- [Issue and manage credits](/servicing-operations/agent-only-tools/agent-tools-credits)