---
title: Statements
slug: statements
docTags: 
createdAt: 2025-02-08T18:07:31.239Z
---

The Statements section allows you to manually generate account statements for Students. Statements provide a detailed summary of a Student’s financial activity, including outstanding balances and payments.

## Generating Statements

To generate a statement for an individual student:

1. Navigate to the **Student Profile**.
2. Click on the **Account** tab.
3. Select **Statements** from the side menu.
4. Click **Generate Statement**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Hk36fSqDwsXXdIAeWuNyU_screen-shot-2025-02-08-at-30826-pm.png)

Once generated, the statement will appear in the **Statements List**. From here, you can use the **quick action icons** to the right of the statement to **view, email, download, or delete** the statement.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/y_S6FkWWzCbmznI4u7zKk_screen-shot-2025-02-08-at-30615-pm.png "View Statement Example")

## Automated Statements and Customization

In addition to manually generating statements, you can configure **automated statements** to be sent to Prospects or Students with a balance. This ensures that statements are regularly generated and emailed without manual intervention.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/mEAc0ITIuzlnD2xf-RDfT_screen-shot-2025-02-08-at-31717-pm.png "Institution Config / Accounts / Defaults")

1. Click on your **User Name**, go to **Institution Config**, and select **Accounts** (this will open the **Defaults** section).
2. Customize statement settings, including **statement ID numbers, fine print, and other details**.
3. To enable automated statements, check **"Yes"** next to **Generate Statement**.
4. Select how often statements should be generated:
   - **Monthly** – Choose the day of the month.
   - **Weekly** – Choose the day of the week.
5. Define the **Statement Criteria** by selecting which accounts should receive statements:
   - Accounts with a **balance**
   - Accounts with a **current due amount**
   - Accounts overdue by **30, 60, or 90 days**
6. To have statements automatically emailed, check **"Yes"** next to **Email Statement**.
7. Scroll down and click **Save** to apply your changes.

This setup ensures statements are automatically generated and sent based on your selected schedule and criteria, helping Students and Prospects stay informed about their financial status.

### Video Walkthrough: Automated Statements and Customization

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