Page 1 - How do I Create Customer Statements

Creating Customer Statements

How do I Create Customer Statements?

Overview

Emory uses three types of customer correspondence for
Policy: (University) Monthly
Accounts Receivable: Statements, Dunning Letters, and statements are generated and
Follow Up Letters. Billing users run job requests in Compass sent to customers having an
to generate these documents. Correspondence may be outstanding balance. Past due
delivered to the customer as email or standard mail. The accounts are reviewed monthly
and follow-up collection efforts
delivery preferences are setup when the Customer Contact are made. Departments are
is added to the system. For more information, see the How provided Aged Receivable reports
do I Create Customer Contacts job aid. monthly for their review. Once an
account becomes six months past
Statements are documents conveying all unpaid receivables
due, the invoice is charged back
still outstanding for a customer account. Healthcare and to the department.
University use different aging buckets for their customers,
http://policies.emory.edu/2.29
but both are based on the due date of the invoice. With the
exception of Oxford, which is Immediate, most customers
have Net 30 terms.
The aging and action timeline shown below is specific to University customers. The timeline is shown as an
example; actions for other customers (of the Hospitals, Clinics, and Oxford) will be slightly different.

Navigation

Navigator > Accounts Receivable > Customer Interactions > Statements >

Create Customer Statements

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1. Enter a Run Control ID.

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Emory Confidential and Proprietary Last Revised on 9/13/2016 Return to Table of Contents