Setting up Statements & Account Billing

One of the most important functions of a business that maintains its own receivables is billing customer accounts. The application is designed to be flexible so you can set billing preferences at the account and job level. For companies who are new to the software, please read the Getting Started topic first.

Getting Started

This section discusses things to consider regarding the billing process and receivables procedures before going live or when adding new customers to the database.

Statement Delivery and Processing

This topic explains how and when statements are created as well as options for delivering statements to your customers.

Account Settings and Billing Preferences

Most of the settings that affect the format of statements are set at the account/job level. This topic discusses settings that affect statements including the differences between the account types and billing levels with regard to statements but also Receivables in general.

Statement Formats Compared

Read this topic to see visual examples of statements and comparisons between the different options available. This topic breaks down the statement and optional pages explaining the variations that are available.

Discounts

This topic discusses how statement discounts work with the software.

Finance Charges

This topic provides an overview of how finance (aka. service) charges are assessed.

Examples

This topic provides visual examples of the various statement formats.