Request a Debtor Statement

Step 1:  While on the Debtor Folder, Navigate to Operations < Correspondence < Debtor Statement

A ‘Debtor Statement’ dialogue box will pop up.

Step 2: Select the statement Preferences.

  • Select the statement name you would like to print in the ‘Statements’ box
  • Choose the address to send the statement to. You might have several address options if they maybe have Residence, Business, POBox, etc. The one visible on the screen by default is the one considered “Primary”.
  • Select the printer to use and enter any additional text. *Additional text will only be valid on a letter if you have selected the Additional text merge field for the letter.
  • Select the date range to include on the statement.
  • Select the account or accounts that you want this statement to apply to.

Step 3:  Click Preview if you would like to Preview the statement

Step 4:  Click Print.
Statements generally use our STMT merge fields.  There are several merge fields available and they will look similar to this.

<STMTAcctMultiAcctType>- This will display a global summary that shows full balance for all accounts for the debtor and then it will list a summary for each by account type.  You will see the transactions and finance charges (interest).


<STMTAcctMultiRef1>- This will display a global summary that shows full balance for all accounts for the debtor and then it will list a summary for each by Reference 1.
You will notice in red below the Account Ref 1 is listed, but in the previous example it was the Account Type.


<STMTAcctSingle>- This will display only information for a single account.  Even if the debtor has multiple accounts this would display only one account at a time.  This will be helpful if you wanted a single statement per account, not per debtor.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

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