Backers for Statements/Invoices

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• Statements/Invoices Overview

  Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...

• Statements/Invoices Management Dashboard

  Statements/Invoices Management Dashboard The Statement Management Dashboard provides table and graphical breakdowns of the counts and dollar values of the statement batches. Learn More: Statements/Invoice Setup Features on the Statement Management ...

• Manually Batch and Upload Statements

  Manually Batch Statements If you created a Test Statement Batch, delete it before creating your first Statement Batch to mail. Visit this link for documentation: Delete a Statement Batch. From Statements on the Left Side Menu, select Create Cycle ...

• Use the Job Scheduler to Batch Statements

  Use Job Scheduler to Batch Statements Create a job to run Statement batches From Admin on the left side bar, select Job Scheduler Select Add. Run Function: Select Batch Statements from the dropdown. Batch: Choose one of these Options: ...

• Statements/Invoices Troubleshooting

  Troubleshoot Statements/Invoices Check the Statement Batch Status Created: The Batch has been created, but not uploaded. Uploading: The Batch is in the process of Uploading to the Statement Department. Accepted: The Statement was received by the ...