Reminders are Statements that are sent out to customers as a late notice or reminder of the Invoices or Balance they still have open. The are generated based on certain Aging selections. The Reminder Statement displayed below is a sample of a Long Standard Statement, see below for a list of options available and an information chart.
The # column corresponds to the red number on the sample statement.
|
# |
Area of Form |
Where in i-Pak |
|
1 |
Company Information |
Company Master - Company record Company Name, Address 1 & 2, City, State, Zip |
|
2 |
Bill To |
Attention line entered in the Customer Profile. From the Customer Profile: Bill Name, Bill Address 1 & 2, City, State, Zip, Country |
|
3 |
Service Address |
From the Customer Profile: Service Name, Service Address 1 & 2, City, State, Zip. |
|
4 |
Statement Date |
From the Statement Company Selection screen, batch date entered. |
|
5 |
Remit to |
From the Company Master - company record. Remit to Name, Address 1 & 2, City, State, Zip. These fields can also be used for phone numbers or messages. |
|
6 |
Bal Due |
The customer's total balance due from the Customer Profile. |
|
7 |
Cust # |
Customer number assigned to the account. |
|
8 |
Company Name in detail section |
Company Master - company record. Company Name field. On the portion the customer keeps for their records. |
|
9 |
Purchase Order# |
The 'blanket' purchase order entered in the Customer Note pad screen with a Note Pad Code that has a 'Customer Print Code' = P |
|
10 |
Detail section |
Prior Balance - prior balance due (all charges that have previously been printed on a statement). For Balance Forward only. Payments Received this Period - lists Payments received since the last statement run (payments that have not previously printed on a statement). Date - Prints the 'Batch Date' for Auto Charges & Finance Charges and the Action Date for all others. The descriptions of detailed charges from the SALE file or from the Cycle Master if using summarize charges (see options below) Qty Rate - from the individual charges, these can be suppressed from printing (see options below). Total the line item total for the charge. |
|
11 |
Notepad Notes |
Notes entered in the Customer Notepad with a code that has a 'Customer Print Code' of either S (Statement) or B (Billing). |
|
12 |
Messages |
Messages entered in the Message Master File - the 3 Statement Message lines. |
|
13 |
Aging Messages |
'Dunning' messages entered in the Message Master file in the Aging Message section - based on aging amount. |
|
14 |
Aging Buckets |
Customer's aging buckets. |
|
15 |
Customer # Service Address |
Customer account number and service address on the keep portion of the invoice for the customer's records. |
|
16 |
Bill Period Message |
If any auto charges are included on the Invoice, the Billing Period Message will print from the Cycle Master. This description is entered when Auto Charges are processed. |
|
17 |
Page number |
Page number |
The above statement is not on a pre-printed form, the system has printed all 'headings' - these are highlighted in aqua. The system can also print on 'pre-printed' forms that have been generated by your local printing company. There are additional options available for invoices listed in the chart below. These options are set up in the following records of the Report Form Printer Set/Up. Click here for information on the Report Form Printer Set/Up file.
RMDRLF1P = Reminder Statement Long Form -Part 1 = Normal Spooling
RMDRLF1P = Reminder Statement Long Form -Part 2 =for any customers flagged as spool separately on the customer additional info tab under Stmt Option.
RMDRSF1P = Reminder Statement Short Form -Part 1 = Normal Spooling
RMDRSF1P = Reminder Statement Short Form -Part 2 = for any customers flagged as spool separately on the customer additional info tab under Stmt Option.
If this is your first time printing statements, you should perform a test run of the Statements before ordering a large stock from your printing company (some may even give you a small quantity to test). Since printers and hardware vary and can affect the printing of forms, it is VERY IMPORTANT to line up your statements and verify their format. For samples of actual forms to give your printing company, please contact our Support Services Department at 800-860-4327.
|
In the Report Form Printer Set Up File |
|
| Pre-Printed Form | Are you using pre-printed forms or plain paper. Y  or N. |
| Print Full Sheets? | Do you want to print a full sheet invoice (Y) or short (N). |
| Print REMIT TO literal | If using a non pre-printed form, do you want to print the words 'Remit To' (#5 on the form). Y or N |
| Print BAL DUE literal | If using a non pre-printed form, do you want to print the words 'Balance Due' (#6 on the form). Y or N. |
| If FORM, Prt Co Nm/Adrs | If using a pre-printed form, do you want to print the company information (#1 on the form). Y or N. This is useful when you have multiple companies with different names. You can have your printing company create generic forms without the company information and then print that information when the statements are generated. It saves you from having a unique form for each company. |
| Postcard/Mailer indicator | Reminder Statements can only be printed as Standard Statements, not postcards or mailers. This field should remain blank. |
| Print Remit To Nm/Adrs | Do you want to print the Remit To Name and Address fields from the Company Master (#5 on the form). Y or N. |
|
Form |
Width |
Length |
Characters per Inch |
Lines Per Inch |
|
Long - Laser |
8 1/2 |
11 |
6 |
10 |
|
Long - Dot Matrix |
9 1/2 |
11 |
6 |
10 |
|
Short - Laser |
8 1/2 |
7 1/3 |
6 |
10 |
|
Short - Dot Matrix |
9 1/2 |
7 1/3 |
6 |
10 |
There are many options available when using i-Pak standard forms; however, if there is something additional or different that you need in your environment please call our Support Services department to discuss. We may be able to 'work around' what you need or Customize your forms.