The Statements Feature provides a universal method for
creating and printing customer statements, displaying account activity for the
various transactions supported by PORTALPRODIGY. The Statement feature includes financial
activities for all feature components including Events, Exchanges, Membership,
Press Releases, and Products. Statements
include beginning balance, charges, payments and ending balance for the
specified statement period. They also
include an accounting of past due payments.
Amounts due are broken down by aging period including Current Due, 1 to
30 Days Past Due, 31 to 60 Days Past Due, 61 to 90 Days Past Due, and 90+ Days
Past Due.
Statements feature benefits
include:
- Improve collection on past due accounts.
- Ability to create electronic
statements and email them directly to customers.
- Prints remittance.
- Prints aging of amounts due.
- User definable statement period.
- User definable criteria for selecting
customers to print statements for.
- Ability to print for credit balance
only, for balance due only, for both credit and balance due excluding zero
balance due accounts and for all.
- Ability to reprint statements for
prior periods.
Some of the components, fields and settings of the
Statements feature, discussed in detail in this chapter, are:
Search for Orders/Invoices:
Order
# Range
Order
Type
Order
·
Return
·
Credit Memo
Order
Status
·
All Orders
·
Shopping
Cart
·
Submitted
·
Pending
·
Partially Fulfilled
·
Fulfilled
·
Completed
·
On Hold
·
Canceled
Financial
Status
·
All
·
Approved
·
Declined
·
Pending
·
Not Completed
Invoice
Batch #
Invoice
Date
Contact
ID
Last,
First Name
Company
ID
Company
Name
Include
Previously Printed Invoice?
Invoice
By:
·
All
·
Email Only
·
Postal Mail Only
Include
Previously Posted Invoices
Include
Unfulfilled Orders
Search
Options:
·
Search
·
Clear
·
Print
·
Main Menu
Found Orders/Invoices:
·
Select
·
Order #
·
Order Date
·
Order Status
·
Company Name
·
Invoice #
Invoice
Options:
·
Select All
·
Unselect All
·
Assign to Batch
·
Print Invoices
·
Cancel Main Menu