Statements
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:
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Financial Status
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All
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Approved
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Declined
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Pending
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Not Completed
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Record
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Invoice Batch #
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Invoice Date
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Contact ID
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Last, First Name
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Company ID
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Company Name
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Include Previously Printed Invoice?
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Invoice By:
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All
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Email Only
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Postal Mail Only
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Include Previously Posted Invoices
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Include Unfulfilled Orders
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Search Options:
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Search
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Clear
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Print
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Main Menu
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Found Orders/Invoices:
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Select
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Order #
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Order Date
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Order Status
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Company Name
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Invoice #
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Invoice Options:
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Select All
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Unselect All
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Assign to Batch
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Print Invoices
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Cancel Main Menu
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