{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1f6a58b90cbe4ddb917f69c70c1fdb54\" frameborder=\"0\" width=\"3054\" height=\"2290\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2290,"width":3054,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2290,"thumbnail_width":3054,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1f6a58b90cbe4ddb917f69c70c1fdb54-f41aa4cbf8a61029.gif","duration":253.766667,"title":"Generate Client Account Statements","description":"This Loom explains how to generate and customize client account statements so teams can quickly show charges, payments, adjustments, and running balances for any chosen period. It covers a setup requirement for staff permissions and a simple path through the client profile to generate the statement, including adjustable date ranges. Viewers can control what clients see using five toggles, such as formatting the mailing address, including linked family activity, showing other payment method transactions, including failed transactions with specific badges, and showing staff notes. The Loom also describes enabling automatic statement generation in business policies, where statements generate at the start of the day and use the same toggles by default."}