Send your clients a statement of all their reservations within a date range with the Client Statement. The statement includes total fare and balance due, making it useful for group management. Run a summary to view reservation data grouped by Client. This report is found under Reports > Tres Defined.
Client Statement
Toggle between the Statement and Summary with the appropriate button.
Use filters to narrow down your search results. The Trip Start Date Range filter defaults to a range from the beginning of time to the current date.
Click Search.
The Statement List on the left displays each Client and clicking on their name displays their individual Client Statement. You may see multiple Clients in this list if you left the Client filter blank.
Reservations with a start date within the date range are displayed by booking date in ascending order. The current balance, prior balance, and total balance are calculated at the bottom of the statement.
The statement is branded to the advisor associated with the Client, with the name and contact information of the Client. If no Advisor is associated with the Client, the agency branding will display.
Email, export to pdf, or view in a new web tab with the appropriate buttons. Learn more about bulk emailing client statements.
Client Summary
Toggle between the Statement and Summary with the appropriate button.
The Client Summary displays all the same data from the Client Statement on a single report. Clicking on the Client name will expand the row to view all reservation details.
Print the report with the appropriate button.