Disable Statement Automation

Follow the steps below to Disable Statement Automation.

  1. Select Customer Setup > Statements.

  2. Use the Practice to Manage Statement Configuration for drop-down menu to select the desired practice.

  3. Under the Automation Statement Generation table, click Edit Settings. 

  4. Under Enable automated statement generation for the following, remove the check from the statement type  box(es) you wish to disable (e.g., Statement, FDN or Payment Plans).

  5. Click Save.