How to Generate a Settlement Statement

  1. On the dashboard, select the green “Settled” box.
  2. Select particular invoices by clicking the square next to the specific Tie Out ID number or select all by clicking the square next to “Tie Out ID/Invoice #” title.
  3. Select “Generate Settlement Statement(s) Packet” on the grey bar under the dashboard.
  4. On the pop up, fill in the Packet Name, Packet Description and Packet Tags. Click “Generate Settlement Statement Packet” button.
  5. On the main menu, select documents.
  6. Select the check box next to “Settlement Packets”. Press download on the gray sub menu, then press the green download button on the pop up.

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