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Statement
This article will review the Statement from the Customer Portal:
Quick Reference Video Summary:
- The customer statement can be accessed from the Customer Portal in the Reports & Tools section, as well as the Welcome menu drop down where your user is displayed
- Statement will provide a report of all open invoices and credits owed to the broker
- Customers have the option to send, download, and print the statement from the system
- Sending the statement from the system will provide a popup window that allows customers to pick who to send the statement to, who to cc, fill out the email body, add attachments, and include their pre-set signature
- The statement is updated in real time, so any changes made, or any new payments, will be included on the statement the moment they occur