Statement

The Statement displayed below is a sample of a Long Standard Statement, see below for a list of options available and an information chart.

Information Map

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 if the address is not needed.
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 - You can have EFT, RCC, Web-Pak Customer, Non Web-Pak Custome, Credit Balance and/or just general Statement Messages.
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 Statement, the Billing Period Message will print from the Cycle Master. This description is entered when Auto Charges are processed.
17	Due Date	If the user enters a Due Date into the date field when selecting to run Statements, then the literal words Due Date and the date entered will print on the Statement.

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 statements 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.

STMTLF1P = Statement Long Form - Part 1 = Normal Spooling

STMTLF2P = Statement Long Form - Part 2 = for any customers flagged as spool separately on the customer additional info tab under Stmt Option.

STMTSF1P = Statement Short Form - Part 1 = Normal Spooling

STMTSF2P = Statement Short Form - Part 2 = for any customers flagged as spool separately on the customer additional info tab under Stmt Option.

MAILER1P = Mailer - Part 1 = Normal Spooling

MAILER2P = Mailer - Part 2 = for any customers flagged as spool separately on the customer additional info tab under Stmt Option.

PSTCRD1P = Postcard - Part 1 = Normal Spooling

PSTCRD2P = Postcard - Part 2 = for any customers flagged as spool separately on the customer additional info tab under Stmt Option.

ARW322LP = Statement Long Form Reprint from A/R History

ARW322SP = Statement Short Form Reprint from A/R History

ONDMSTLP = On Demand Statement Long Form from the Customer Profile, or Billing Menu option # 22.

ONDMSTSP = On Demand Statement Short Form from the Customer Profile, or Billing Menu option # 22.

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.

Options Available

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	Do you want to print the words 'Remit To' (#5 on the form). Y or N
Print BAL DUE literal	If using a 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	If using Postcards - enter PCARD to have the system generate Postcards. If using Mailers - enter MAILR to have the system generate Mailers. If using Long or Short form Statements - leave this field blank. Note: On Demand and Reprint Statements will always use the Statement format vs Postcards or Mailers.
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.
In the Company Master
Print Zero Balance Statements	Do you want to print a Statement if the Customer has a 0 Balance Due?
Statement Exception List	If the Customer's Balance Due does not meet the minimum (see next option), do you want an exceptions list to print to show which accounts didn't generate a statement?
Statement Minimum Balance	What is the minimum Balance Due required for a statement to be generated.
Cust/Billing Address Format	Certain areas require specific formats of the billing address for mailing purposes. We offer 3 different options on how to print the billing address on your forms: Note: These options do not display the 2nd directional field found on the customer profile screen. That directional field will always print at the end, regardless of what option is selected.
Zip Code Format	You have the option of printing your zip codes in US formate 99999-9999 or Canadian format 999 999.
Barcodes, Postnet Barcodes, OCR lines	These are all options available via custom programming for Statements and/or Invoices. Please contact the support department to get this activated.
Statement Outsource Active	This is another custom option you have available for statements and/or invoices. Please contact the support department to get this activated.
In the Cycle Master
Summarize by	Option 1 = By Auto Charges. This allows you to print one Summary Description line on your statements for all auto charges (such as 'Monthly Commercial Services') instead of each detail line. This is helpful in competitive markets where you don't want to show the price for each service. It's also helpful when you want to itemize the different services you perform for the customer (such as trash pickup, recycling and green waste) on their account but don't want the customer to see the individual line items on their bill. Option 2 = By Charge Code. This is designed for use with master/sub accounts. It's useful for HOA's or Municipalities where you bill the master for a large group of subs. It will print one line for each size/charge code instead of listing each sub address separately. Option 3 = Tax Separately. This allows you to print all auto charges on one line (like option #1 above) but it will print the taxes separately.
Ticket # on Stmt/Inv	This allows you to print the disposal ticket# on either a Statement, Invoice, Both or Neither (don't print).
Suppress Qty/Rate	This allows you to suppress (not print) the Quantity and Rate columns on your Statement, Invoice, Both or Not Suppress (print them).
Subtotal Options	You have 5 Subtotal options when generating Statements that print taxes and fee's. Option 1 = No Subtotals. This is the option where we print each line (both charges and taxes) individually in the body of the statement with no sub totals at the bottom. Option 2 = Sub & Detail. This option prints the individual lines in the body, plus it also prints subtotals at the end of the Statement summarizing the charges and taxes/fees. Option 3 = Only Subtotal. This option excludes the taxes and fee's from printing in the body of the statement and only includes them as a subtotal at the bottom of the statement. Option 4 = Segregate +D. This option is similar to Option 2 in that it prints the taxes and fee's in the body of the statement, but it summarizes and subtotals them by description at the bottom of the statement. Option 5 = Segregate -D. This option excludes the taxes and fee's from the body of the statement, but it summarizes and subtotals them by description at the bottom of the statement. Click here for detailed examples of the Subtotal and Summarize options.
Other Options Available by Contacting Softpak Support.
Print WO#'s for Balance Forward customers	This option will print the Work Order #'s in the detail portion of the statement for any Balance Forward customer. Work Order #'s automatically print for all other accounting types.
Print Qty as whole number if no decimals	Soft-Pak usually prints the QTY field as 1.00 for a quantity of 1. This option will set the programs to print the whole number (1) instead of the standard (1.00) for any quantity that doesn't contain a decimal amount.
Summarize by Charge Code Option	The cycle master has the option to summarize by charge code. In our standard program, this option will look for an exact match on sz/cg and price in order to determine which records to group together. If you would like this option to ONLY group by sz/cg, regardless of price, then call support and we can activate that for you.
Summarize Prorations	If the cycle master is set to summarize by auto charges, this option will also summarize the prorations from auto charges. The description of the proration will be used for the summary.

Dimensions

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
Postcard	7	3 2/3	17	6
Self Mailer	11 1/2	6	10	6

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.