Menu 10.1.10 - Statements

Statements communicate the results of your collection efforts to your clients. Statement information includes payments received on behalf of the client over a specified period of time, the portion of those payments retained as agency commissions, and the amount due the client.

In general terms, most agency's have two categories of statements:

• Customized statement formats requested by and assigned to individual clients.
• A default statement format for the agency which is assigned to all clients who do not request a custom statement format.

We provide a default statement format with the installation of your system. You can use this default statement for any or all of your clients, or you can create your own custom statements. When creating custom statements, you can define the one you use most often as your agency's default statement. The default statement format applies to all your agency's clients unless you designate a different format on a client-by-client basis.