Statement Billing Quick Reference Guide

This quick reference guide provides the steps required to prepare, review, generate, and print Statements.

Step	Action
1.	Report Review Review Reports and Dashboards.
2.	Generate Transactions Billing > Billing > Generate Transactions. Click Generate Transactions. Select Include All Residents or enter the resident's number or name to generate for an individual. Click Generate. Click OK.
3.	Generate Trials Billing> Billing > Statements. Click Generate. Complete the fields as required. Click Generate. Review statements for accuracy and make updates as necessary.
4.	Generate Real Statements Billing > Billing > Statements > Trials. Select Statements to be billed. Click Real Bill. Click OK.
5.	Print Statements Billing >Reports. Click Statements. Complete the fields as required. Click Run Report.
6.	Unbill Statements (If required) Do one of the following: Billing > Residents > Select Resident > A/R Bill Setup. Billing > Billing > Generate Bills > Unbill. Click Unbill. Click OK.

Senior Living Communities