Statement Sending

Last updated
Save as PDF

Overview

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

Getting Here: Click Configuration > Notifications > 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
Whether you check or do not check If the Balance is Zero, you can select additional options that allow you to send or suppress zero-balance or non-zero balance statements. 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.
Statements will be sent or suppressed as described in the table below:

When...	And...	Then...
you select If the Balance is Zero	you select regardless of transaction types on statement	zero-balance statements will be suppressed regardless of the transaction types that they contain.
you do not select If the Balance is Zero	you select regardless of transaction types on statement	all statements will be sent regardless of the transaction types that they contain.
you select If the Balance is Zero	you select AND when statement does not contain any of (default)	zero-balance statements: will be sent if they contain any of your specified transaction types; or will be suppressed if they contain none of your selected transaction types.
you do not select If the Balance is Zero	you select AND when statement does not contain any of (default)	all statements will be sent regardless of the transaction types that they contain.
you select If the Balance is Zero	you select OR when statement does not contain any of	regardless of the statement balance: statements will be sent if they contain any of your specified transaction types; or statements will be suppressed if they contain none of your selected transaction types.
you do not select If the Balance is Zero	you select OR when statement does not contain any of

After you select OR when statement does not contain any of or AND when statement does not contain any of, you can click Selected Transaction Types. You can then choose any of the transaction types listed below for which you want statements to be sent or suppressed:

Examples:

When...	And...	Then...
you select If the Balance is Zero; and you select ;OR when statement does not contain any of or AND when statement does not contain any of; and you select Electronic Payment and Voided Electronic Payment;	a statement contains either an electronic payment or a voided electronic payment,	the statement will be sent.
	a statement contains neither an electronic payment nor a voided electronic payment,	the statement will be suppressed.

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.