MoversSuite 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• Records for each statement run are stored as a historical document within MoversSuite where they can be viewed and printed indefinitely.
Standard Customer Statements
The standard customer statement report provided by MoversSuite is a Microsoft Reporting Services file that is rendered within a View Reports window.
Figure 1: View Reports window for
Customer Statements
Figure 2: Customer Statement report
Features of the Customer Statement report:
|
Key |
Description |
Key |
Description |
|
A |
Value entered for the Customer Statement Title, if set, will print above the name and address for the Branch |
B |
Branch name and address |
|
C |
Remittance address (optional) |
D |
Name and address of the customer receiving the statement |
|
E |
Date of the run, Customer Number, and Payment Terms |
F |
Amount Paid (filled-in by customer) |
|
G |
Itemization codes (described below) and descriptions |
H |
Message (optional) |
|
I |
Aging information |
J |
Code explanation |
Customer Statement Codes
The following table lists the itemization codes that appear on the Customer Statement report.
|
Code |
Description |
|
BBF |
Balance Brought Forward |
|
SLS |
Sales/Invoice |
|
INV |
Customer Invoice |
|
DR/CR |
Adjustment |
|
FN |
Finance Charge |
|
PMT |
Payment |
Generating Customer Statements