We MUST have a statement format


#1

My folks are having to manually create statements for a few accounts where someone missed a payment say, nine months ago, or something. Normally a statement would show a customer this but in this case - we are having to manually create them because a statement format does not exist in sonar. Please get this done. Thanks!


#2

from the last time we discussed this topic (oct 17, i believe) : someone else posted:

So it sounds like what everyone here is saying is this: The invoicing is great but there also needs to be a Statement function. The two are totally different, and support two different kinds of customers. Most customers that I have could not deal well on an “open invoices” system, because odds are they don’t know what they have or haven’t paid for, just that they mailed in the payment last Tuesday.

So the account statement becomes invaluable.

…kind of where i am today. I have a church that missed a payment somewhere in the last 24 months. We don’t have the portal up and running yet (my bad) so i can’t show them which month they missed. I’m having to create an entire statement.

a statement view just like quickbooks generates would be fantastic.

Here is a sample word document we had to generate.

Statement

X & Y Zee
2268 X Way
Zewwwwee AL 35690

  Date 	    Transaction					Amount		Balance

06/01/2013 INV #7385. Due 06/30/2013. 65.00 130.00
06/30/2013 PMT -130.00 0.00
07/01/2013 INV #7447. Due 07/31/2013. 65.00 65.00
08/01/2013 INV #7511. Due 08/31/2013. 65.00 130.00
08/11/2013 PMT -65.00 65.00
09/01/2013 INV #7574. Due 09/30/2013. 65.00 130.00
10/01/2013 INV #7628. Due 10/31/2013. 65.00 195.00
11/01/2013 INV #7680. Due 11/30/2013. 65.00 260.00
11/12/2013 PMT -65.00 195.00
12/01/2013 INV #7734. Due 12/31/2013. 65.00 260.00
12/12/2013 PMT -65.00 195.00
01/01/2014 INV #7787. Due 01/31/2014. 65.00 260.00
02/01/2014 INV #7839. Due 02/28/2014. 65.00 325.00
02/23/2014 PMT -65.00 260.00
03/01/2014 INV #7892. Due 03/31/2014. 65.00 325.00
03/12/2014 PMT -65.00 260.00
04/01/2014 INV #7948. Due 04/30/2014. 65.00 325.00
04/03/2014 PMT -130.00 195.00
04/30/2014 PMT -130.00 65.00
05/01/2014 INV #8001. Due 05/31/2014. 65.00 130.00
06/01/2014 INV #8059. Due 06/30/2014. 65.00 195.00
06/12/2014 PMT -65.00 130.00
07/01/2014 INV #8114. Due 07/31/2014. 65.00 195.00
07/31/2014 PMT -65.00 130.00
08/01/2014 INV #8170. Due 08/31/2014. 65.00 195.00
09/01/2014 PMT -65.00 130.00
09/01/2014 INV #8223. Due 09/30/2014. 65.00 195.00
10/01/2014 INV #8277. Due 10/31/2014. 65.00 260.00
11/01/2014 INV #8332. Due 11/30/2014. 65.00 325.00
11/02/2014 PMT -100.00 225.00
11/16/2014 PMT -65.00 160.00
12/01/2014 INV #8383. Due 12/31/2014. 65.00 225.00
12/14/2014 PMT -65.00 160.00
01/01/2015 INV #8434. Due 01/31/2015. 65.00 225.00
01/25/2015 PMT -65.00 160.00
02/01/2015 INV #8485. Due 02/28/2015. 65.00 225.00 02/28/2015 PMT -65.00 160.00
03/01/2015 INV #8535. Due 03/31/2015. 65.00 225.00
03/31/2015 PMT -65.00 160.00
04/01/2015 INV #8583. Due 04/30/2015. 65.00 225.00
05/01/2015 INV #8629. Due 05/31/2015. 65.00 290.00
05/15/2015 PMT -65.00 225.00
05/31/2015 PMT -65.00 160.00
06/01/2015 INV #8675. Due 06/30/2015. 65.00 225.00
06/30/2015 PMT -65.00 160.00
07/01/2015 INV #8722. Due 07/31/2015. 65.00 225.00
08/01/2015 INV #8805. Due 08/31/2015. 65.00 290.00
09/01/2015 INV #8811. Due 09/30/2015. 65.00 355.00
10/01/2015 INV #8854. Due 10/31/2015. 65.00 420.00
10/30/2015 PMT -65.00 355.00
11/01/2015 INV #8895. Due 11/30/2015. 65.00 420.00
12/01/2015 INV #8949. Due 12/31/2015. 65.00 485.00
12/12/2015 PMT -65.00 420.00
01/01/2016 INV #11 65.00 485.00
01/10/2016 PMT -65.00 420.00
02/01/2016 INV #59 65.00 485.00
02/15/2016 PMT -65.00 420.00
02/24/2016 PMT -65.00 355.00
03/01/2016 INV #107 65.00 420.00
03/31/2016 PMT -65.00 355.00
04/01/2016 INV #154 65.00 420.00
04/23/2016 PMT -65.00 355.00
05/01/2016 INV #202 65.00 420.00
05/25/2016 PMT -65.00 355.00
06/01/2016 INV #250 65.00 420.00
06/29/2016 PMT -65.00 355.00
07/01/2016 INV # 65.00 420.00
08/01/2016 INV # 65.00 485.00
09/01/2016 INV #378 65.00 550.00
09/30/2016 PMT -65.00 485.00
10/01/2016 INV #426 65.00 550.00
10/31/2016 PMT -65.00 485.00
11/01/2016 INV #472 65.00 550.00
11/30/2016 PMT -65.00 485.00
12/01/2016 INV #517 65.00 550.00
12/31/2016 PMT -65.00 485.00
01/01/2017 INV #560 65.00 550.00
01/31/2017 PMT -65.00 485.00
02/01/2017 INV #602 65.00 550.00
03/01/2017 INV #643 65.00 615.00
04/01/2017 INV #682 65.00 680.00
04/23/2017 PMT -65.00 615.00
05/01/2017 INV #722 65.00 680.00
05/19/2017 PMT -65.00 615.00
06/01/2017 INV #762 65.00 680.00
07/01/2017 INV #800 65.00 745.00
07/12/2017 PMT -65.00 680.00
07/22/2017 PMT -65.00 615.00
08/01/2017 INV #835 65.00 680.00 08/22/2017 PMT -65.00 615.00 09/01/2017 INV #868 65.00 680.00 05/06/2018 PMT -500.00 180.00 05/08/2018 INV #1134 (October 2017) 65.00 245.00 05/08/2018 INV #1135 (November 2017) 65.00 310.00
05/08/2018 INV #1136 (December 2017) 65.00 375.00
05/08/2018 INV #1137 (January 2018) 65.00 440.00
05/08/2018 INV #1138 (February 2018) 65.00 505.00
05/08/2018 INV #1139 (March 2018) 65.00 570.00
05/08/2018 INV #1140 (April 2018) 65.00 635.00
06/01/2018 INV #1141 (May 2018) 65.00 700.00
06/01/2018 INV #1145 (June 2018) 65.00 765.00

The last few lines were where sonar was configured to change an account to uninstall after being delinquent x number of days. As the customer never really made an effort to catch up she was turned off - - until we implemented the paywall feature. Then all of a sudden they want to catch up….


#3

i have a document i can attach too if it would be prettier.


#4

@Jay_Fuller, there is an existing statement option for sending invoices. It is set under Billing -> Parameters -> Edit and looks like this:
image

The statement will show unpaid bills. One of the challenges is if someone misses a payment, their next payment usually goes to the oldest bill, so they won’t necessarily see they missed a payment 6 months ago, but they will see their last bill is also due.

The current implementation could be improved. I would really like it to show the previous balance and the previous amount paid (like most statements do), have an option for grouping services for clarity, include an actual statement date, and some other stuff; but in general, it works well and gets the important information across.


#5

I just asked for a statement report and hopefully it’s being developed. Here is what I asked for:Fields would be:

Customer name at top with address in case we want to mail it.

Date
Invoice number
amount billed
amount recieved
Both columns totaled at the bottom.

See example report from QB attached.


#6

I said “I want this” to someone else’s Sonar Receptive request https://receptive.io/app/#/case/50399
And put in my requirements.
I got a custom report, but it wasn’t sendable to my clients.


#7

It’s coming in v2!


#8

Speaking of which - 2.0 must be coming soon? You’ve been awfully quiet lately usually means you’ve had your head down in a ditch working your butt off. Been waiting on graphQL…


#9

Depends on your definition of ‘soon’ :slight_smile: We still have a lot to do. It’s months away realistically. But yes, we are all working as hard as we can to finish it. I’m looking forward to being able to give everyone a preview at some point!