Online accounts allow your customers to log in and view their statements/bills, make payments, view consumption and check transactions. Once a customer has signed up to an online account, they will be considered as having a paperless account, which means that you won't need to download and print any statements for a paperless customer!
You can find out more information about the online account set up here.
Online Account Statement Generation Process
While with paper statements you will be required to download them from ‘Billing Runs’, paperless statements will be published to the accounts in Mabdeck as soon as they have been approved from ‘Billing Runs’, and will bypass the download stage.
Upon publishing a statement for an account which has a online account associated with it, the statement will be available to view by the customer on their online account. The customer will also receive an email advising that they have a new statement ready to view! A note will be added to the account when this email is sent, so you can check if the customer has received their statement from there.
You may also have a customer who has access to the online portal but has requested a paper statement alongside their online account. If this is the case, you can still download statements from the account page, and print and send them out.
Click the PDF icon on the Statements and Invoices section of the account page to download the statement. Simply print this and send it out.
Mini Statement Emails
For customers who do not have an online account, and are still receiving paper statements, you have the option to send out a mini statement email when the statement is published to the account. This will include details about the statement total, account balance and payment due date.
Mini statement emails are sent to the email address on the account at the time the statement is published, regardless of whether they are signed up with an online account. This can help prompt your customer to sign up to an online account.
As with paperless statements, a note will be added to the account page in Mabdeck each time a mini statement email is sent, so you'll have a log of all correspondence that has been sent out to the customer.
Mini statement emails can be activated from the ‘Network’ section of the ‘System Configuration’ page. Search for the network where you would like to generate mini statement emails and click the edit cog next to the network name.
Select whether to ‘enable’ Mini Statement emails, then click Edit Network to save your changes.