Print Final Statements Until Balance Paid or Write Off
Would like to have the option to continue mailing final statements to customers until balance is paid in full OR until the account is written off. This would also help notify customers if there was an adjustment on the account after final statement was mailed (notifying customer of refund in process).
Anonymous
shared this idea
This feature already exists in UMS. For assistance, please see the public notes or contact our technical support group.
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AdminTodd Smith
(Delivery Manager, CUSI)
commented
Thank you for your suggestion. A user with adequate permissions can go to Setup > Configure Statements and click the 'Next' button to get to the 'Statement Configuration Options' screen. At the bottom of the 'Includes' box, select the 'Reprint Unpaid Finals' checkbox.
Please keep in mind that this will send a statement to ALL accounts that are in a final status with a balance due, regardless of the date entered, and a write-off/adjustment is required for any final billed accounts with a balance due that you do not wish to send a statement to.
(Edited by admin)
