How to Email a Statement?

In this help document, you will learn how to email a statement to the payment account holder in the Payments and Billings module. A statement will show you the attendance summary, any payments made, any once off payments or credits made for a selected period of time and Year to date absences.

**Step 1: **Once you have logged into Xap, select payments & billing from the left-hand menu.

**Step 2: **Select statements from the top menu.

Step 3: Select the payment account.

**Step 4: **Select statements.

Step 5: Select the period you would like to view the statement by selecting the start and end date and balance as of date > then click the magnifying glass to refine the statement.

**Step 6: **Select the email button to email the payment account holder.

Step 7: Enter in the relevant details.

At the bottom of this page, you will see the statement attached. You have the option to also attach additional documents as well to the email.

**Step 8: **Click send email

Updated on: 17/08/2020