You can view summary or detail statement information, including viewing the history of all printed statements, using the Statement inquiry page. Note that statement activity is shown by date if it has already been printed on a bill. If transaction activity has not yet been printed on a bill, the information is displayed without a statement date.
Additionally, you can also use the Statement inquiry page to request reprints of previously issued statements and view generated statements prior to emailing Customers. The following links allow you to view generated statements prior to emailing customers. The links are only active if a generated statement (eligible for electronic billing) is available for viewing. As per the Email Lag days on the generate statement job the Schedule Email/Print Date would be populated, and the Print Status will be updated to Email Pending. On running the Email Generation job, the system will send an email to the customer and update the Print Status to Printed/Emailed.
Customer Billing Preview – This link displays the generated PDF form for the selected customer.
Parent/Third Party Billing Preview – This link is only activated for customers that have an associated Parent/Third Party record selected on Customer Account Options (CACT). This link transitions you to the Parent and Third-Party Print Preview page. Preview links are only active for each Parent/Third Party record associated with the customer.
On Statement History, there is only the Customer Billing Preview available for those customers eligible for email.
For obtaining reprints of statements, the following steps need to be followed:
1. Change the Print Status from Printed/Emailed to Replacement Pending.
2. Save the changes. Please note that Print Status can only change from Printed/Emailed or Replacement.
3. When the Generate Statement job is run subsequently, the statement details would be printed.
For resending statements over email, the following steps need to be followed:
Change the Print Status from Printed/Emailed to Resend Email.
Save the changes. Please note that Print Status can only change from Printed/Emailed to Resend Email for customers whose Customer Account Option record is eligible for electronic billing.
When the Email Generation job is run, the statement is emailed to the customer and the Print Status is updated to Printed/Emailed.