clearer naming on customer statement monthly
The issues relate to terminology and layout. Some of our customers don't understand the summary info at the bottom.
1. balance fwd
2. Invoices.
3. Payments
4. Balance c/f
suggest
1. balance fwd (previous months):
2. Invoices. (current month):
3. Payments (received):
4. Balance c/f (amount due):
Also, on the monthly statement variation, could we have the period printed as Month/Year in full
Or other…… we just need it clearer.
Also for the remittance advices to be marked for the month to which it was issued so they follow thru and it’s easier to reconcile mistakes.
AdminSupport Team
(Product Owner, Transactor Systems Ltd)
shared this idea
suggestion implemented. Payments (received) is retained as Payments to allow for the fact that this may include debit payments. eg refund.