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

 

 

 

This chapter describes how to invoice and post orders