> 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/ndis-management/participant-statement/sending-ad-hoc-funding-statements.md).

# Sending ad-hoc funding statements

In Maica, you can send funding statements directly to a participant by going onto their Contact record and click **Participant Statement**. &#x20;

![](/files/ImbiRS7blx5F7neUluPL)

On click, a modal will pop open asking you to select a **Plan** and the statement period via the **Start Date** and **End Date** in order to generate the funding statement, once confirmed click **Generate**.

![](/files/hqazkkZsTkaVJFaHSQWs)

Maica then retrieves the information on the `Service Booking`, `Booking Item` and `Invoice` related to the selected **Plan** and the **Start Date** & **End Date** of the statement period. Once, retrieved, Maica then populates this in an email message shown in the Activity sidebar.

![](/files/nVgeCKYJbrlCPDijHfWc)

To send, just click the **Send** button and you're done!

![](/files/bAOFRkIMLAqu8ROJkRp9)

Salesforce will save this email and you will find this on the participant's activity feed

![](/files/Ob4DP1lIHQzGvDDMWJeZ)
