The Statement Scheduler automatically generates statements or eStatements on a recurring schedule, such as annual, semi-annual, quarterly, or monthly.
Note: Because billing frequencies and settings can differ across assessments and sections, multiple schedules may be needed.
Follow these steps to set up a statement schedule:
In CINC, select File > Statement Scheduler. In CINC with universal navigation, select Accounting > Billing & Statements > Statement scheduler.
The Statement Scheduler page displays.
Search for and select the desired association.
Click New.
Enter a description for the schedule, the date the schedule should start running, and select a cycle.
Complete the fields in the Generate section, including the date range and Statement Type.
Complete the fields in the Homeowner Criteria section.
Complete the fields in the Due Date Information section.
Select the Statement Messages to include.
Click Save.
Notes:
The fields on this page match the Print Statements page, with two differences: the date range offers choices that do not need to be modified, such as From First day of Next Month to Last day of Next Month, and added filters allow including homeowners by section or excluding them by status.
A list of saved schedules displays on the Statement Scheduler page, showing each schedule's Next Run and Last Run dates.
Scheduled statements display for printing and download in the File Queue. In CINC, select Queue from the left side menu. In CINC with universal navigation, select Reports > My reports > File queue.
Scheduled eStatements still require completing the email step on the Email eStatements page.