> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/general-information/client-management-settings/statement-management.md).
# Statement Management
Maica offers you the flexibility to manually send statements to all participants for a selected statement period, alternatively there is a set and forget method to send statements on a monthly basis. This article explains how this can be achieved directly in Maica Settings under Statement Management.
Before we get into the details, you will need to ensure two things:
* The **From Email Address** is selected. This defines the email address that the statement is sent from. Be sure to firstly add this by navigating to `Organization-Wide Addresses` under Salesforce Setup.
* Learn more about setting up an Organization-Wide Address [here](https://help.salesforce.com/s/articleView?id=000358240\&type=1).
* The **Participant Statement Email Template** is selected. This defines the email template containing the funding statement generated for the selected period.
* `Maica NDIS Plan Participant Statement` is the default template from Maica. In the [Participant Statement Email Template](/ndis-management/participant-statement/participant-statement-email-template.md) section, you will learn how to customise the email template.
## Manually send monthly funding statements
With just a few clicks, Maica can send on demand statements to all your participants. Everything you need to configure this can be found in the **Email Statements** section:
* Select the `Statement Period` via the **Start Date** and **End Date** and click **Email Now**.
* A confirmation screen will be displayed immediately confirming this action, if you would like to proceed, click **Confirm** for Maica to send statements to your participants for the selected period.
## Schedule and automatically send monthly funding statements
{% hint style="info" %}
Maica can automate this monthly process for you so participants receive their monthly statements. You can do so by simply toggling the **Schedule Statement** to activate it and follow a few extra steps.
{% endhint %}
* Once the **Schedule Statement** toggle is enabled, you will be prompted to assign the **Day** and **Time** in which the statement is sent to participants.
* On save, Maica will calculate the next scheduled date to send the statement.
* You can also track the progress and any errors during the statement run by accessing the report that is linked.
{% hint style="warning" %}
Please note: Salesforce enforces a limit of 5000 external emails each day. Any emails beyond the 5000 limitation will fail. You can read more in the following [Salesforce Article](https://help.salesforce.com/s/articleView?id=sf.limitations_email_mass.htm\&type=5).
{% endhint %}
## Who Will Receive a Statement?
Maica provides the following two filter options where **you can decide** who will be included in the automated Statement process:
Maica provides two filter options to decide who is included in your Statement run
### All Active Plans
* `Plan Start Date` is less than or equal to the Start of the Month
* `Plan End Date` is greater than or equal to the End of the Month
* `Exclude From Plan` is not set to TRUE
Or, for a more technical user:
{% code overflow="wrap" lineNumbers="true" %}
```
SELECT Id
FROM Plan__c
WHERE Start_Date__c <= :startDate
AND End_Date__c >= :endDate
AND maica__Exclude_From_Statement__c != true
```
{% endcode %}
### All Active Plans with Standard Bookings
This filter includes all the `Plan` based conditions described above with an additional filter added on the `Service Booking` object to include only those Plan records with an associated **Standard Service Booking**.
Or, for a more technical user:
{% code overflow="wrap" lineNumbers="true" %}
```
AND (Id IN (SELECT maica__Plan__c FROM maica__Service_Booking__c WHERE maica__Booking_Type__c = 'ZSAG'))
```
{% endcode %}
### Exclude from Plan
In the section above, you will have noticed a reference to a filter called **Exclude from Plan**. This filter references a handy checkbox on the `Plan` record that allows you to manually exclude a Participant from being included in the automated monthly Statement process.
For example: you have a Participant with an Active `Plan` in Salesforce who is no longer one of your clients. By setting Exclude from Statement = TRUE, this former client will not receive an automated Statement email.
The Exclude from Statement checkbox on the Plan record
{% hint style="info" %}
For the automated Statement batch, the `Start Date` and `End Date` are set from the **previous month**.
For any manually sent Statements, the `Start Date` and `End Date` are set by the user using the filters in the Quick Action.
{% endhint %}