Customer Statements

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Mover’s Suite provides an easy and effective way to generate and reprint billing statements, such as periodic billing for storage, with its Customer Statement Generation and Customer Statement Reprint interfaces. 

 

The features of the Customer Statement interfaces are as follows:

•      Easy-to-use and intrinsic interfaces can be customized to suit a user’s needs.

•      Ability to search and select on any aspect of past statement runs.

•      Most attributes of a statement run can be saved and re-applied to subsequent statement runs.

•      A single-line message can be added to each statement run.

•      Customer statements include an itemized listing of charges complete with current balance and aging information.

•      Records for each statement run are stored as a historical document within Mover’s Suite where they can be viewed and printed indefinitely.

 

Standard Customer Statements

 

The standard customer statement report provided by Mover’s Suite is a Microsoft Reporting Services file that is rendered within a View Reports window.

 

 

Figure 1: View Reports window for Customer Statements

 

Figure 2: Layout of a customer statement

 

Key to Customer Statements

 

The following table describes the features of a statement.

 

Key Value	Description
A	Value entered for the Customer Statement Title, if set, will print above the name and address for the Branch.
B	Name and address of the customer receiving the statement.
C	Optional remittance address.
D	Date of the run, Customer Number, and Payment Terms.
E	Amount Paid (filled-in by customer).
F	Itemization codes and descriptions.
G	Code description as it relates to the particular line item (see Key item I below).
H	Account aging information.
I	Itemization code descriptions: Code Description BBF Balance Brought Forward SLS Sales Document or Invoice DR Debit Memo FN Finance Charge CR Credit Memo PMT Payment

 

Note:  If the statement run includes a Message, then it will display just below the itemization section.

 

 

Read On:

Generating Customer Statements

Reprinting Customer Statements

Customer Statements Setup and Administration