Menu 4.10 - CU·Invoice/Statement

CU·Invoice is an add-on feature that allows you to apply client payments to specific invoices rather than to the balance forward amount owing. When you generate invoices, you can include the aging of unpaid invoices, and they are printed weekly, monthly, or on request. Because the billing method is client specific, your agency can use both Balance Forward and CU·Invoice.

Refer to the following table for the parameters of each billing method:

Activity	Balance Forward	CU·Invoice
Printing	Statements are printed weekly, monthly, or on request.	Invoices can be printed weekly, monthly, or on request.
Unpaid Balance	The unpaid balance is added to the amount due on the current statement.	The unpaid balance is not added to the amount due on the current invoice.
Aging	The unpaid balance is placed into aging categories (30, 60, 90, 120+).	Each invoice ages separately.
Payments	Payments are posted against the oldest balance first.	Payments are posted against specific invoices that are determined by the agency.
Remit	Allows for net or gross remit.	Allows gross remit only.
Setup	Already set up when The Collector System installed. Must configure settings in the client record.	Must contact your Finvi Support representative. Must configure settings in the client record.
License Required	No.	Yes.