Manually Batch and Upload Statements

Before running statements for the first time you will want to add your Statement Defaults.

Then input the required information. The Dunning Messages set how many statements would go out before they would stop sending regardless of balance. If you want statements to send if the client has a balance check the box next to No Dunning Limit.

Manually Batch and Upload Statements

1. Click ‘Statements’ in the left menu or enter ‘6’ in the ‘Go’ box
2. Click [Batch New Statements]
3. [Create Batch]
a. Choose ‘On Demand Billing’ Method to send just one statement

4. Wait for the batch process to complete

5. Click the Batch ID in the ‘Statements Batches To Be Sent/Processed’ section

6. Click [Upload]

We recommend using the Job Scheduler to regularly gather statements for review.

Job Scheduler > Batch Statements

1. Go to Admin > Job Scheduler

2. Click [Add] > Select ‘Batch Statements’

3. Un-check 'Upload after Batching' to review the statements before they are uploaded

4. Pattern - choose at least once a week, before Noon Eastern

We do not recommend sending on Fridays as statements are not processed over the weekend

5. Range: choose 'No End Date'

6. Save

Pin the 'Statement Batches To Be Sent/Processed' section to the Home Dashboard of the person(s) who will be reviewing.