Client Reporting Procedures

Client Reporting Procedures

These types of communication with the client are sure to build confidence and satisfaction among your clients.

Collection Statements

At the end of each period, prepare CLIENT COLLECTION STATEMENTS for each client detailing each payment, total collections and service fees due.

Disbursement Checks

By using the PRINT CHECKS PROCESS, checks can be printed for each client to accompany their statement. These statements and checks are printed for insertion into window envelopes for easy mailing.

Client Activity Statement

This statement is available at any time to inform clients of their revenue and expenses.