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.

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.

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.

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

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