Statements can be generated on an Ad-Hoc basis whenever necessary, up to a billing date of your choice. You can generate statements for an entire network or individual properties.
You can manage statement generation from the statements section of Mabdeck, including generating, downloading and setting up a statement scheduler. In this article we'll take a look at generating statements.
Before you Begin
Ensure that your accounts have been moved into properties, and meter readings added to the properties for the start and end date of the billing period.
Ensure that your tariff(s) and charges have been added, and that they are active for the billing period.
Ensure that any statement templates which need to be added are in Mabdeck. For more information on templates, check out our help article!
Generating a Statement
Click the statements tab on the left of the screen, and click on the Generate Statement icon.
Select the client and network that you would like to generate the statement for. You can select multiple networks if you need to.
Select the properties for which you would like to generate a statement. You can select all properties by clicking the checkbox at the top of the list. To generate a statement for individual properties, select the checkbox next to each property that you would like to generate a statement for.
You'll also need to select a billing up to date. This will be the date up to which you would like to bill usage on a property, and may not be today's date! If the property has previously been billed, the billing from date will automatically follow on from the date the property was last billed so you'll never have a break in consumption. If the property has never been billed, the billing from date will be the move in date on the account.
You can also choose if you would like the statements to use the final statement template, by selecting the Final Statement checkbox. This won't complete any change of tenancies on the property.
Click generate to generate the statements. Statements will generate into manual review or view & download statements, depending on your network setup preferences. If a statement does not generate you will receive a notification in the notifications tab as to why.
Once your statements have generated, you can review them before they are sent out to the residents. If you have enabled manual review on your network setup form, statements can be approved or rejected here. Check out our help article for information on how this works!
If you do not have manual review enabled, statements will appear in the View & Download section of Mabdeck. For details on how to download them from here, check out our help article.