Client Summary Statement Option Settings

Client Summary Statement Option Settings


This article details the settings that can be enabled when choosing to use the Client Summary Statement option for your PM Monthly Statements. 

To enable this option click Enable on the Client Summary Statement under Statement Type:


 

Statement Options


Either a Paid Invoice Summary Table or Full Invoice Detail Table will be included in each statement, depending on the option chosen. The delivered services listed in the Summary or Detail will be displayed in a particular order according to the options selected in the Sort By and Sort Order fields.



Please refer to the Article - Client Summary Statement - Paid Invoice Summary Option Selected Only for a full explanation of this Statement Option.





Please refer to the Article - Client Summary Statement - Paid Invoice Summary - Report on Paid Services Only Option Selected for a full explanation of this Statement Option.


Full Invoice Detail












Please refer to the Article - Client Summary Statement Exclusions Explained for further information on all of the available Statement Exclusions.




Additional Options


In order for statements to be received by those clients who have access to Advantage, Send to Advantage Users must be enabled. If instead it is disabled, clients with access to Advantage will not receive a statement.

 

  1. 2. If you wish to send a copy of the Statement to the Support Coordinator of each client, set Cc Cos to Yes. 


The Support Coordinator must be added to the Individual Providers table on the participant's Client Profile.

Postal Statement



Populate the Postal Statement Email address for those Clients that you need to post a copy of the Statement to. 



  1. Where the client requires a statement to be sent via post, edit the Client Profile and check the Send Postal Statement checkbox.  The client will not receive a statement via email when this is selected, the statement will be sent to the email listed in the Postal Statement Email field in the Statement Settings to be printed and posted.


Statement Content



Send Statement On



  1. Set the Day of the month that you want the Statements to be sent using the Day field. 

  • Statement Name



  • If you want a customisable Statement name this can be updated in the Statement name section. The Statement Name will also appear on the following.


  • Subject of the Email sent

  • Name of the File

  • Client Notes Table

  • There is a 30 maximum character limit allowed for the Statement Name, so it displays correctly within the Statement borders.


  • Custom Content


  • If you wish to customise the Covering Letter of the statement, simply add the text of your choice within the Custom Content field and use the Rich Text Formatting Toolbar.

  • If the Use Standard Covering Letter Text option has been enabled (in Statement Exclusions), then the Custom Content will be ignored. See Client Summary Statement Exclusions Explained for further information.
    1. You will need to enter the Full Text required for the Covering letter i.e. Salutation (Dear), Closing and Signature. 
    2. There is a 2500 maximum character limit.

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    It is suggested to generate a manual statement first before your Statement run to ensure the displayed information is suitable. 




Automated Statement Process Email


The automated statement process generates a log to confirm statements were sent (Note: it does not confirm that it was delivered), which is sent to the Plan Manager.  The email notification address used, is that of the "Notification Sender Email Address", if an address is not found, it will use the "Contact Email Address" entered under the Organisation Settings



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