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Paperless Statement Delivery

Megan Rosenbohm
  • Updated

Your customers have the ability to select how they receive statements.

 

Primary Audience: All Partner Users

 

To reduce monthly billing expenses, you can offer your customers the opportunity to choose their statement delivery preference in the Platform. This feature is compatible with any ERP system.

 

To set up paperless statement delivery for your customers, Platform configuration work is required on the backend. Reach out to your Partnership Manager to enable this feature and discuss the need for an internal process before activation.

 

Once your organization decides to enable this feature, an Admin will need to set up contact emails for Statement Delivery Notifications. This is done in the Team Hub via the following steps:

  1. Go to the Admin tab
  2. Click on the Locations sub-tab
  3. Select a specific location
  4. Scroll down to the Statement Delivery Notifications section
  5. Enter the relevant email addresses to receive notifications when customers change their delivery settings.

Repeat this setup for all locations in the Platform. It's also a good practice to add at least one email address for Statement Delivery Notifications in the Admin > Backup Notifications section.

 

After enabling this feature, customers can access the Statement Delivery widget in the Customer Portal. By default, customer accounts are set up to receive paper statements. To change the statement delivery method, follow these steps:

  1. Navigate to your Account information within the Customer Portal
  2. Scroll down to the Statement Delivery section
  3. Click the “Change Statement Delivery” button
  4. Select the bubble representing Digital statements
    1. If Paper Statements is selected, customers will still have access to the online statements on the Platform as well.
  5. Click “Save Changes”

 

* Please note that customers will be notified that it may take up to 30 days for changes to their statement delivery method to take effect.

 

Agvance Only: When a customer changes their statement delivery preference, the PrintStatement setting is automatically updated in Agvance to reflect the selected configuration. This saves your team time and eliminates the need for manual updates.

 

 

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.