Statement Basics

Statements act as snapshots of customer accounts over a specific period of time. Essentially, they are reports that provide information to the customer reflecting the state of their account.

Statements are an excellent way to provide a customer details of account activities, outstanding balances, or totals due. 

Default Statement Templates

Each Ordway instance comes with three default statement templates. Each statement provides different information for customer accounts. Read about Statement Templates included in your Ordway setup. 

Ready to generate a Statement? 

Click the appropriate article link below to generate a Statement:

• Statements can be scheduled to generate on a recurring basis. Read about Scheduling Statements. 
• You can create a Statement for a single Customer. Read about generating a single Statement. 
• You can also create Statements for a group of Customers. Read about generating multiple Statements.