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Home > Aria Crescendo Documentation > Configuration > Statement Sending

Statement Sending

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This article applies to:Aria Crescendo

Overview

The Statement Sending screen provides configuration options for each of the transaction types that can generate a statement.

Getting Here: Click Configuration > Notification > Statement Sending

Check or uncheck the appropriate value based on your business needs, and click Save when you are done.

You can suppress the following types of statements:

  • Non Self-pay child accounts
  • If there is no valid form of payment
  • If the balance is zero

When you check If the Balance is zero, you see additional options that allow you to limit zero-balance statements and/or zero balance invoices. If only zero-balance statements are suppressed, then a zero-balance invoice for an account causes a statement to be generated. If only zero-balance invoices are suppressed, then a zero-balance statement is generated.

You can add exceptions when suppressing zero-balance statements and invoices. The exception checks for the existence of the selected transaction types on zero-balance statements\invoices. Note that the exception takes effect only when the primary settings are suppressing the statement. For example, if a cash credit is applied to an account, then the statement is sent because the cash credit exists. Adding an exception if zero-balance statements/invoices are not suppressed has no effect.

Anything other than invoice line items (service charges, discount/service credits, taxes, surcharges) are outside the invoice. So it is possible to have a zero-balance invoice, but not a zero-balance statement for the same account. The breakout between invoice and statement balances ensures backward compatibility with current functionality. Aria recommends that clients use the statement balance setting rather than the invoice balance setting.

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Last modified
14:39, 22 Aug 2017

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