How to regenerate a statement PDF when name or address is changed

Regenerating Statement PDFs After Updating Name or Address

When a care recipient’s name or address is updated, the existing statement PDFs will not automatically reflect the changes. You must regenerate the PDFs to apply the updated details.

Step 1: Update Care Recipient Details

1. Go to the SAH> AR Module> Person Management page.
2. Search and Edit the relevant care recipient by clicking on the edit Icon.
   
3. Update the name and/or address as required.
4. Save the changes.

Option 1: Regenerate Statements in Bulk

Use this when multiple care recipients have updated details.

1. Navigate to:
   SAH> Statement → Monthly (Bulk)
2. Locate the relevant batch.
3. Click Regenerate PDFs.

This will regenerate all statements in the batch, and the updated name/address will be reflected in the new PDFs.

Option 2: Regenerate Statements Individually

Use this when updating a single care recipient.

1. Navigate to:
   Statements → Care Recipient → Care Recipient Statements
2. Select the specific care recipient and/or the Batch to find the relevant statement.
3. Click Regenerate PDF.

The regenerated PDF will now include the updated name/address.

Key Notes

• Always update details in the Person page first before regenerating PDFs.
• Regenerating is required for changes to appear—existing PDFs will not update automatically.
• Bulk regeneration is recommended when multiple records are updated.