Create Statements


The House Manager can generate account statements for your members quickly, easily and reliably.
Create Statements For Your Membership:

Select Create Statements from the Billing button on the launching station.

Note: The House Manager bases your statements on budget information. You will not be able to generate statements if you haven't created a budget for your chapter. If there is one budget, The House Manager will automatically choose that budget. If there are several budgets, The House Manager will ask you to choose one:



Use the pull-down list to choose which budget will be the basis for your statements and then click OK.
It will take a few moments to process all the member statements. When The House Manager is done, it will ask you this question:

Click No if you would like to view or print the member statements at another time and return to the launching station, or click View if you would like to view or print the member statements immediately.

Viewing and Printing Member Statements

If you have multi-chapter support, you may change the chapter by clicking on the pull-down menu in the upper left.
The pull-down menu below the list of members permits you to choose which group of members' statements you wish to view.
Click on a member from the scrolling window on the left to view that member's statement. Note that the title has changed to indicate whose statement is being displayed.
When a member has been selected from the scrolling list on the left, the Add Charge button and the Add Payment button become active

Enter a Charge for a Selected Member

1. Click on the Add Charge button. This window will open:


2. The House Manager has already filled in the selected member's information, so you only have to enter the charge amount in the space for it, in dollars and cents.
3. Enter the type of charge from the pull-down menu on the right.

Note: If the reason is not in the list, go to Fixed Expense Items (in the previous screen) and click on the Add button.
4. Enter the item in the Name field.
5. Click the Save & Repeat button if you have several items to enter, or click the Save & Close button to add this item alone.
After you add a new item to the list, the Save & Close button closes the Add Charge window, but the Save & Repeat button leaves the Add Charge window open to add new items to the list. Click Cancel to leave the new charges unchanged, and close the window.

Add a Payment for the Selected Member

To add a payment, click the Add Payment button. This window will open:


Information for this member has already been entered. Enter the payment amount in the space for it, in dollars and cents. Enter the type of payment (check, cash, credit-card) from the pull-down menu on the right.

Actually, he missed payment in kind -- and that's pretty big as a way of avoiding taxes. For example, if someone paints the Frat House .... I'm not terribly serious, here. I doubt if someone would declare such a thing.I have brought your point to David's attention. Thanks, Robin!


The Save & Close button closes the Add Payment window after adding the new payment to the list. the Save & Repeat button leaves the Add Payment window open after adding the new item to the list.
Click Cancel to leave the new payments unchanged, and close the window.

Print Member Statements

To print a statement for this member:
1. Click on the Print Statement button.
2. Enter the payment due-date in MMDDYY format.
3. Click OK to print the statement.
Click here to view a sample statement printout.

Show Cur Trnsactns Button

If you click on the Show Cur Trnsactns button to change the display of transactions from "all" to "current". You can click on this same button to switch back to showing all transactions.

Sched Payments Field

Your organization can choose to have fees paid by installments. To do so, enter the number of installments in the Sched Payments field. The House Manager automatically calculates the payment amounts, and keeps track of how many payments have been made.

Done Button

Click on Done to close the statements window.