Running the Roll and Generating Statements

Generating an Individual Statement

To generate an individual statement:

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

2. Search for the responsible party name and click OK. The Generate a Statement window is displayed.

3. Select the appropriate office address, if necessary, and click OK. The View Statement window is displayed.

4. Click Print!

5. Click Exit!

Related Topics

Running the Financial Roll

Generating and Printing Statements

Printing/Viewing Statements

Working with Generated Statements

Correcting Errors After Generating Statements

Skill Sharpeners