A default statement type can be assigned to an tenant when creating the tenant profile and can be defined as part of the Processing Defaults. When statements are printed the type selected for that tenant is printed. You can create as many statement profiles as you wish.
A list of unpaid charges will print as an addendum to the tenant statement.
ID
The ID must be unique for each statement type.
Statement Header
Return Address
Select the return address style you wish from the Find List.
Title
Enter a title for the statement which will print at the top of the statement.
Statement Body
Charge Label
Select the label you want on the column which shows transactions which increase the amount the tenant owes. Common labels are Charge, Bill.
Payment Label
Select the label you want on the column which shows transactions which decrease the amount the tenant owes. Common labels are Payment, Receipt.
Include Memos
Put a check in this check box if you want the memos on the transactions to print on the statement.
Running Balance
Select from the Find List the type of running balance you wish printed on the statement.
Blank - a beginning and ending balance will print for the time period chosen.
Every Day - the balance will print on each day for which there is a transaction
Every Month - the balance will print on the same line as the last transaction in each month
Any unapplied open credits will show on a line beneath the ending balance.
Aging Style
You can choose to include unpaid charges (select default or unpaid charges) or not show them (select None).
If you choose to show unpaid charges, the statement will list them under heading of 30 day, 60 days, etc. There are columns for Due Date, Assessed, Paid, Due.
Deposit Style
You can choose to show a deposit summary at the bottom of the tenant statement. Options are to include memos and/or include payment details in addition to the amount of the deposit.
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