Use the Statements tab to:
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For example, you can send duplicate statements rather than defining split payments for a debtor and their ex-spouse. The recipients of the statements make private arrangements for payment but payment is received from the debtor only.
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Recipients sub-tab
The main recipient of statements is the debtor. Use the Recipients tab if the debtor has requested extra statements for other people.
Note: The Recipients sub-tab is the default tab when the Statements tab is selected.
To add more statement recipients:
- Click
orAnchor O_24672 O_24672 or
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The Create Debtor Recipient window is displayed. - Type the statement recipient's name, then click
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Synergetic displays a list of possible matches. If a community record already exists for the statement recipient, select it. - Complete the statement recipient's details.
See Debtor creation windows
(on page ).Anchor H_1170 H_1170
The statement recipient's default mailing address can be home, work or postal. The recipient receives a statement headed DUPLICATE STATEMENT FOR <the name of the main debtor>.
Note: The exact wording depends on your organisation's statement format.
To initialise duplicate statements:
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Recipients sub-tab key fields and buttons
Statement Recipients area fields
Field | Description |
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Name | Debtor's name. |
ID | Debtor's Synergetic ID number. |
Address | Debtor's mailing address. |
Statement Recipients area buttons
Button | Description |
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| Launch the Community Maintenance window for the selected debtor. See Maintaining community members in the Community manual. |
Duplicate Statements Sent To area fields
Field | Description |
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Name | Statement recipient's name. |
Primary | Select if the duplicate statement goes to the primary recipient only, rather than the primary recipient and their spouse. |
Notify Method | Method by which statements are sent to the recipient. Values include:
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Mailing address code. Values include:
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Address | Statement recipient's mailing address. |
Email Address Code | The code of the email address that the statements are sent to, if statements are sent via email.
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Email Override | Email address that the statements are sent to if an email address other than those available in the Email Address Code is required. |
ID | Recipient's Synergetic ID number. |
Duplicate Statements Sent To area buttons
Button | Description |
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| Launch the Community Maintenance window for the selected statement recipient. See Maintaining community members in the Community manual. |
| Click to add a new statement recipient. |
| Click to insert a new statement recipient. The new statement recipient is inserted into the list immediately before the highlighted statement recipient. |
| Click to delete a statement recipient. |
Prior Statements sub-tab
The Prior Statements sub-tab lists all the statements that have been issued. It allows you to send out another statement to the debtor, either as:
- a printed document. See Reprinting individual statements (on page )
- as an Acrobat PDF file that you can email to the debtor. See Emailing individual statements (on page ).
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Prior Statements sub-tab key fields and buttons
Prior Statements area grid fields
Field | Description |
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Statement | Statement or invoice number. |
Date | Date the statement or invoice was sent to the debtor. |
Group | Debtor group, if applicable. |
Due Date | Statement or invoice due date. |
Balance | Statement or invoice balance. |
Stored | If selected, report has been archived. |
Description | Statement or invoice description, if applicable. |
Viewings (on Community Portal) grid area fields
Field | Description |
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Date | Date the statement was viewed on the Community Portal. |
Viewed By | Name of the community member who logged in to view the statement. |
Recipients grid area fields
Field | Description |
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Name | Name of the community member who also received the statement. |
Notify | Notification method used. For example, Print. |
Notified | Date the community member was notified. |
Notify Email | Email address used to notify the community member of the statement. |
Buttons
Button | Description |
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| Preview and print prior statements in the statement viewer. |
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| Email the archived statement to a community member. |
Generate a new statement for the highlighted statement. See Generating debtor statements (on page ). |