Working with Reports > Creating Financial Reports > Generating and Printing Statements

Generating an Individual Statement

To generate an individual statement:

1. From the main menu, select Reports > Financial > Statements > Individual Statement. The OrthoTrac Responsible Party Lookup window is displayed.

2. Using the OrthoTrac Responsible Party Lookup window, search for the responsible party name and click OK. The View Statement window is displayed.

3. Select File > Print Statement to print the statement.

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Generating and Printing Statements

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Generate Statements

Print/View Statements

Viewing/Printing Generated Statements

Correcting Errors After Generating Statements

Multiple Office Examples