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The generation of the statement of account (composed of invoice, credit memo, and payment transactions) is done within the applicable period only.
Generate a billing statement or SOA
Go to Statement of Account and click the "Generate SOA" button.
If the button is disabled, advise the client accounting or billing department to update your financial period.
Make sure that there are no unverified payments and no draft invoices prior to SOA generation.
The "Generate SOA" pop-up page is displayed.
The applicable month to be generated is the current month only.
Click "Next" to continue.
The system will generate the SOA, and the screen will load.
Once done, the generated SOA for the current month is displayed. See the details of SOA's covered period here.
View latest bill for the month
From list of all SOA Batch #, click the latest billing
Click the SOA Batch #.Â
This will open another tab showing all the generated SOA
Otherwise, click the individual SOA.
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