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Applications > Loan Processing > Reports > Statements






The Statements report allows you to print Loan Processing Statements.

This Section Includes:

Report Preferences



Report Preferences


Select the Statement Date. You can then narrow down the statements to be generated by using the filters:

You can then choose from the following options:

First Payment: Select the first payment date range from which you want to view statements. Additional date filters may appear depending on what option you choose

Having Transactions: Select the date range within which a loan would need to have transactions for a statement to be generated. Additional date filters may appear depending on what option you choose.

Account Type: Select Show All or the the account type from which you wish to generate statements.


A zero balance invoice is an invoice that never becomes an open invoice; it has both positive and negative detail lines that equal zero or detail lines that contain no amounts. Examples of these types of invoices would include a scholarship the church is giving to a person for a seminar they are sponsoring or if an item with a certain monetary value has been given as part of a purchase at the bookstore.




Click the Run Report button to display buttons for Download Merge File and View/Print Statements. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Click Report Preferences on the blue bar above the report preview to return to Report Preferences.

Click the Download Merge File button to download a "LoanProcessingStatementMergeFile.xlsx" file containing your merge fields and data.

Click the View/Print Statements button to be prompted to print your statements based on your Preferences.

Click the Close Report button to return to the main Accounts Receivable page.