Video Index
- 0:00 – 0:13 – Introduction
- 0:14 – 0:49 – Send Billing Statement to One Customer
- 0:50 – 2:03 – Description of Wizard
- 2:04 – 2:23 – Accounts for Billing Statements
- 2:24 – 2:47 – Print Billing Statement
- 2:48 – 2:57 – Email Billing Statement
What is a Billing Statement?
A billing statement is a summarized bill sent by a service provider to its customers each month. The point of a billing statement is to display all of a customer’s unpaid charges in one convenient place. In addition, it is an opportunity to remind a customer with an outstanding balance that payment is due.
Generate Billing Statement
- Go to Accounts > Navigator > Billing Statements.
- Choose the appropriate Statement Date (defaults to current date).
- Select the Time Period for which you would like to generate the billing statement.
- Select the Customers you would like to bill
- All Accounts – Send statement to all accounts.
- One Account – Select one account to send statement.
- Accounts of Type – Choose a type of account to send statements.
- Choose Output:
- Billing Statements
- Billing Statements & Invoices
- Choose Options:
- Create PDF document for printing
- Create & Email PDF document to the customer
- Click Next to show the list of Accounts for Billing Statements.
- Check the boxes next to the customer’s that you would like to send a billing statement to. By default, all the boxes are checked.
- Click Next to generate the Billing Statements.
Print Billing Statements
- If you choose the Create PDF Document for Printing option, you will see a preview of the PDF versions of the billing statements.
- Hover your mouse over the bottom of each statement and select the Printer Icon to print.
Email Billing Statements
- If you choose Create & Email PDF document to the customer, the Email Creator is displayed.
- Fill out the email or choose Load Template to create the email.
- Click Send to email the statements.
- Once sending is complete, a confirmation screen listing the accounts you just billed will be displayed.