This lesson will provide an overview of the features of the Statement tab.

The statement tab contains filters to customize the information displayed.

• Month and Year: Statements in Club Automation operate on a monthly cycle. Use this filter to select the statement month and year to display.
• Payment Status: Filter the displayed transactions based on their payment status. Payment status options include Paid, Not Paid, or Partial. To see all payment statuses, select Payment Status. If a charge is partially paid, the amount that has been paid will also display.
• Transaction Types: Filter the displayed transactions based on the transaction type. Available transaction types include Charge, Payment, and Refund. To see all transaction types, select All Transaction Types.

Each transaction associated with a user’s financial activity will display below the statement filters.

• Transaction Number: Each transaction in Club Automation has a unique transaction identification number. Club administrators can click into a transaction number to view more detailed information as well as edit the transaction if needed.
• Date: The date and time the transaction occurred.
• Description: The description of the transaction. Descriptions can be edited by clicking into the transaction number.
• Type: The type of transaction.
• Status: The payment status of the transaction, including Paid, Not Paid, Partial, Reversed, etc. If a charge is partially paid, the amount that has been paid will also display here.
• Amount $: The value of the transaction.

Club administrators have access to additional statement editing tools that should be used with care when adjusting a user’s financial history. Click on the numbers in the screenshot below for a description of each tool.

The statement summary section provides an overview of all payment, charge, and credit activity for the selected month’s statement, in addition to a summary of any previous month’s unpaid charges that have been carried over into the selected statement cycle.

• Previous Balance (Month, Year): This will display the previous month’s balance of unpaid charges.
• Payments: This is the sum of payments that have been made during the selected statement period.
• Charges: This is the sum of charges that have generated that statement period.
• Credits: This is the sum of credits that have generated that statement period.
• New Balance (Month, Year): This is the sum of the previous balance and new charges minus any payments or credits generated in the selected statement cycle.

There are two ways to export a statement from the user’s profile: email and print.

• Email: To email a statement to the user, select email. This will prompt the staff member to review/enter an email for the user. The statement will be sent as a PDF attachment to the email entered.
• Generate PDF: To print a statement for a user, select generate PDF. There is an option to select multiple months to print. This will create a PDF document that can be downloaded and printed.