About Statement Types

Depending on how much detail you want to provide customers on statements, you have two options for the type and style of statements you can send:

In this article you'll learn about the differences between the two types.

Before You Start

Here are some things to know before you send statements:

About Summary Statements

Summary type statements include:

  • Separate rows for each individual invoice
  • Information about each invoice including:
    • Invoice Date
    • Invoice Number
    • Due Date
    • PO Number
    • Rental Number
    • Pay Online ID (if you accept online payments)
    • Total
    • Payments
    • Balance
  • Each set of invoices is grouped by site location
  • A total section that calculates the total, payments and balance due for all invoices on the statement
  • A tear off portion at the bottom that can be submitted along with payment
  • A Pay Online ID that your customers can use to submit a single payment to pay some or all pay online enabled invoices using this new feature: Account Balance Payments

Here's an example summary statement (click each image to view larger):

statement_Customer_Name_Goes_Here_Page_1.png statement_Customer_Name_Goes_Here_Page_2.png

 

About Detail Statements

Detail type statements include:

This document allows you to collect together invoices and their individual line items, across multiple locations into one document. The benefits of this document include:

  • You can continue to invoice each rental or location separately
  • The statement line items will match the invoice line items exactly
  • The information on the statement is broken out as it would appear if your customer ever asked for a specific location invoice to be sent to them
  • You customers can submit a single payment to pay some or all pay online enabled invoices using this new feature: Account Balance Payments

Here's an example detail statement (click each image to view larger):

Detail_Multi-Site_copy.png Detail_Multi-Site3.png

 

Was this article helpful?
1 out of 1 found this helpful