Managing billing statements efficiently is crucial for maintaining accurate records and ensuring timely communication with residents. This guide explains how to issue and print statements in bulk, manage email delivery, and resend statements when needed.
Overview of Billing Statement Processes
Billing statements can be issued and printed in bulk or individually, depending on your needs. The system also supports automatic email delivery for residents configured to receive statements via email. Ensuring that each resident's delivery method is correctly set up is essential for smooth operations.
Bulk Issuing and Printing of Statements
To issue or print billing statements in bulk:
Navigate to the Residents tab within Billing.
Click on Actions on the top right.
Select one of the following options: - Draft Statements: This populates the statements with the residents' current charges and balances. Statements must be drafted before they can be issued. Issue Statements: This option issues statements in bulk. - Print Statements: This option prints statements in bulk.
Ensure that a delivery method (email or print) is selected for every payer to ensure statements are sent or printed correctly.
Email Delivery and Resending Statements
When a resident is configured to receive statements via email, issuing a statement will automatically send it to their email address. If you need to resend an emailed billing statement, follow these steps:
Go to the Billing tab and open the resident's profile.
In Resident Transactions, locate the issued statement.
Open the statement details to check the email delivery status.
Click Resend to send the statement again.
Troubleshooting Common Issues
Delivery Method Not Set: Ensure that each resident or payer has a delivery method (email or print) configured to avoid errors during bulk issuing or printing.
Email Not Received: Verify the resident's email address and check the email delivery status in the statement details. Resend the statement if necessary.
By following these steps, you can efficiently manage billing statements for all residents, ensuring accurate and timely communication.