> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Statements Overview

> Group several Orders into one Statement so a customer pays them together, with one combined payment and one combined refund path.

## What This Section Covers

A **Statement** (`FCORE_PAY__Statement__c`) groups several Orders together so a customer can pay them in a single transaction instead of paying each Order separately. This is the **Multi Order Payments** feature. A member with a membership renewal Order and an event registration Order, for example, can settle both at once from one Statement.

A Statement payment or refund writes one **Statement Financial Event** (`FCORE_PAY__Statement_Financial_Event__c`, or SFE) plus one **Financial Event** on each Order it touched.

If you are new here, start with **Creating a Statement**, then **Statement Statuses** to understand the lifecycle before you take a payment or refund.

> [!NOTE]
>
> Where your implementation enables it, customers can also see and pay their own open Statements in the Portal. Portal statement checkout isn't covered in these guides yet.

## Key Concepts

* **Statement** — the record that groups Orders for a combined payment. It rolls up totals across its linked Orders: total amount, balance due, amount paid, and amount refunded.
* **Statement Financial Event (SFE)** — the ledger record for one payment or refund made against a Statement. Approving, declining, or refunding an SFE cascades that outcome to the Financial Event it created on each linked Order.
* **Statement Order Link** — the linking record between a Statement and one of its Orders. You don't work with this record directly; the Statement Manager creates and removes it when you link or unlink an Order.
* **Prevent Paying On Orders** — a Statement setting that locks its linked Orders so they can only be paid through the Statement, not individually.

## Explore the Section

> [card] [Creating a Statement](https://docs.fusioncore.us/end-user-guides/orders/statements/creating-a-statement.md)
>
> Link Orders to a Statement using the Statement Manager, and control whether those Orders can still be paid individually.

> [card] [Paying a Statement](https://docs.fusioncore.us/end-user-guides/orders/statements/paying-a-statement.md)
>
> Take one payment across every Order on a Statement, split however you need.

> [card] [Refunding a Statement](https://docs.fusioncore.us/end-user-guides/orders/statements/refunding-a-statement.md)
>
> Reverse a Statement payment, allocated back across its Orders.

> [card] [Statement Statuses](https://docs.fusioncore.us/end-user-guides/orders/statements/statement-statuses.md)
>
> The full Statement lifecycle — what's editable, what's allowed, and what moves automatically.

> [card] [Configuring Statements](https://docs.fusioncore.us/end-user-guides/orders/statements/configuring-statements.md)
>
> Permission sets, quick actions, and the Custom Metadata that controls Statement behavior.

## Related Features

> [card] [Paying on an Order](https://docs.fusioncore.us/end-user-guides/orders/orders/paying-on-an-order/index.md)
>
> How a single Order is paid when it isn't locked to a Statement.

> [card] [Financial Events](https://docs.fusioncore.us/end-user-guides/orders/orders/financial-events.md)
>
> The per-transaction ledger record that both Orders and Statements write to.

> [card] [Financial Documents](https://docs.fusioncore.us/end-user-guides/accounting/financial-documents/index.md)
>
> Print a Statement, Statement Summary, Statement Receipt, or Statement Refund document.

> [card] [Installments](https://docs.fusioncore.us/end-user-guides/orders/installments/index.md)
>
> Split an Order's balance into scheduled payments — not available on an Order locked by a Statement.


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