The end of the month, the last four or five days, is always a busy time for our help desk. This is because of the volume of accounts sent out by our customers. Hundreds of thousands of statements are generated.
To help our customers avoid
Take a backup. This could be useful in case there is a problem and you need to go back.
Check that billing is up to date. Do this by checking the customer screen and the calculated until date for a few customers. This is the date up to which the accounts are calculated.
Make sure your printer is ready. Check toner cartridge – you don’t want to print statements which look faded.
Ensure that all transactions are entered. While these should be done as they are transacted, some businesses batch them. Make sure they are all entered.
To recover. If you have printed your statements and they are wrong or you find that you have not included up to the latest week, you can undo the statements and run them again. Call for advice on this as there are a couple of things to check.
The key with printing customer statements is to follow our advice. The function itself is simple and safe to run.