Regenerate Statement of Account

The regeneration of the statement of account (composed of invoice, credit memo, and payment transactions)

is done when new transactions have been added.

Regenerating SOA After New Transactions

If the SOA has already been generated and new transactions were added afterward, go back to the Statement of Account module.
Select the same month that needs to be regenerated.
Repeat the SOA generation process.

Note:

If the SOA is regenerated and the succeeding months are deleted, those periods must also be regenerated.
Follow step #2 and #3

Once generated, view or download the SOA summary.
Verify the amounts to ensure they are correct.

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