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Statements  The Statements Featu
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:
 

  • Search for Orders/Invoices:

  • Order # Range

  • Order Type

  • Order

  • Return

  • Credit Memo

  • Order Status

  • All Orders

  • Shopping Cart  

  • SubmittedPending

  • Partially Fulfilled

  • Fulfilled

  • Completed

  • On Hold

  • Canceled



  •  

 

  • Financial Status

  • All

  • Approved

  • Declined

  • Pending

  • Not Completed

  • Record

  • 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

 

 
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