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Checklist on Customer Billing Statements

Explore this checklist to know the required items for customer billing statements. You can check with relevant items and information for customer billing

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About this course

description
lessonOverview

In a recent Credit Today Listserv Discussion, the topic of customer billing statements came up (See Customer Statements). For a variety of reasons, not everyone is a fan of statements these days. Nonetheless, many still make use of them as part of their invoice processing procedures. We examined several member statements and came up with this checklist of typically used components.

 

Customer Billing Statements: Feature Checklist
 
Yes No Item being checked
Customer Information
Account Number
Customer Name
Customer Mailing Address
Customer Contact
Customer Contact email address
Customer Contact phone number
Biller Information
Company Name
Company Logo
Company Address
Company Contact
The phone number for inquiries
The fax number for inquiries
Email address/link for inquiries
Remit to Name
Remit to Address (for mailing checks)
Details for ACH Payments or Wiring Funds
Link/URL to invoice/payment portal
Invoice Details
Invoice Date
Due Date
Invoice Number
Customer PO Number
Sales Order Number
Project or Program Number/Description
Original Invoice Amount
Payment/Credit Amount Received
Transaction Type (e.g. payment, credit, etc.)
Payment/Credit Reference Number
Invoice Terms
Invoice Balance Due
Links to Invoices and other referenced documents (if e-statement)
Summary Information
Total Due
Current Due
1-30 Past Due
30-60 Past Due
60-90 Past Due
Over 90 Past Due
Total Past Due Balance
Due Date (For statement billing)
Additional Fields
Statement Date
Statement Period
Page Number
Number of Pages
Messages

 
instructor  
instructor
name title image description Ins
Credit Today ww.credittoday.net   . .
related
image tag title description link contentType
KPIs and Reporting
Top Benefits of Outsourcing the Billing Services		 Case studies on the benefits of outsourcing the billing services. Learn how outsourced billing and collections helped companies to cut costs and improve their customer service.
https://academy.highako.com/benefits-of-outsourcing-the-billing-services		  
Financial Statement Analysis
Basics of Financial Statements Analysis for Credit Analysts		 Online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques
https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts		  

 

About this course

description
lessonOverview

In a recent Credit Today Listserv Discussion, the topic of customer billing statements came up (See Customer Statements). For a variety of reasons, not everyone is a fan of statements these days. Nonetheless, many still make use of them as part of their invoice processing procedures. We examined several member statements and came up with this checklist of typically used components.

 

Customer Billing Statements: Feature Checklist
 
Yes No Item being checked
Customer Information
Account Number
Customer Name
Customer Mailing Address
Customer Contact
Customer Contact email address
Customer Contact phone number
Biller Information
Company Name
Company Logo
Company Address
Company Contact
The phone number for inquiries
The fax number for inquiries
Email address/link for inquiries
Remit to Name
Remit to Address (for mailing checks)
Details for ACH Payments or Wiring Funds
Link/URL to invoice/payment portal
Invoice Details
Invoice Date
Due Date
Invoice Number
Customer PO Number
Sales Order Number
Project or Program Number/Description
Original Invoice Amount
Payment/Credit Amount Received
Transaction Type (e.g. payment, credit, etc.)
Payment/Credit Reference Number
Invoice Terms
Invoice Balance Due
Links to Invoices and other referenced documents (if e-statement)
Summary Information
Total Due
Current Due
1-30 Past Due
30-60 Past Due
60-90 Past Due
Over 90 Past Due
Total Past Due Balance
Due Date (For statement billing)
Additional Fields
Statement Date
Statement Period
Page Number
Number of Pages
Messages

 
instructor  
instructor
name title image description Ins
Credit Today ww.credittoday.net   . .
related
image tag title description link contentType
KPIs and Reporting
Top Benefits of Outsourcing the Billing Services		 Case studies on the benefits of outsourcing the billing services. Learn how outsourced billing and collections helped companies to cut costs and improve their customer service.
https://academy.highako.com/benefits-of-outsourcing-the-billing-services		  
Financial Statement Analysis
Basics of Financial Statements Analysis for Credit Analysts		 Online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques
https://academy.highako.com/basics-of-financial-statements-analysis-for-trade-credit-analysts