There are four Budget Reports available within the Budget Report Menu.
Budget Payments Made
This report displays current budget customers and can be processed by Bill Type or by Statement Cycle Code. The report is designed to display the budget payment amount, current AR balance, number of times the customer has been billed and the number of times the customer has made a payment. It is a quick and easy way to determine if an account is past due on payments. In this example, Michael Brock is behind 2 payments.
Customers by Budget End Period
This report displays customers that have a budget ending in the month and 4-digit year that is entered in the parameter fields. Use this report to review budgets that are expiring soon or may be past due by number of payments made.
Customers with Budget Payments
A list of all customers with active budget payments and the Type of budget is displayed.
Print Budget Statements
Use this report to send a simple statement to customers indicating their budget payment is due. Keep in mind that this does not update the # of times billed. Budgets will need processed using the monthly statement program in the Month-End Menu to update the times billed.
