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What is a statement preview?
What is a statement preview?

How to create a statement in the middle of the month

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

A statement preview allows a statement to be created with all accrued charges without having to run the month end process.

You can access the statement preview from the owners profile by going to their statement tab.

From here, click on Statement Preview to view the statement.

The system will ask you to confirm a cut off date. This allows you to show all of the acrued charges up until the date you set.

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