You can now generate quick monthly statements breaking down recent charges along with past due.

When viewing a CRM profile, you will notice the statements section. If you click on a statement, you will be taken to view the details of that statement.

At quick glance, you can identify the member along with their contact information for mailing, e-mailing or texting them a link to the statement.

Below, you'll see a breakdown of all charges for that time period along with past due transactions notified with a [DUE] flag.

If a member has other past due invoices, they will also be visible towards the bottom.

You can also export both the current statement and past due invoices into a CSV file by clicking on Export to CSV.

Lastly, at the bottom, you can adjust the statement to display a specific time period or a default monthly statement.

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