The Statements screen displays all statements for an account or, optionally, for a particular master plan instance.
A statement is a collection of transactions that can be generated automatically or on-demand. Statements are automatically generated after the nightly invoicing is completed and are immediately sent to customers who are set up to receive the statement. Statements can also be generated after an immediate invoice generation.
Clicking a specific statement number displays the Transactions screen, providing an overview of all transactions that are included in the statement, as well as the option to view individual transaction details.