Billing Statement Options and Formats

CAMS provides a variety of billing statement options and formats to generate billing statements for student, contacts, and faculty. Statement options are selected in the Select Options field in the Options tab of the Billing Statement Options window. Statement Formats are selected in the Statement Format field in the Options table of the Billing Statement Options window.

Statement Options:

Monthly Statement (Standard report format only):

Includes all students meeting any of the following criteria:
Student has non-zero balance
Student has transactions in the designated date range - batch transactions included when "Ledger and Batch" is selected for Statement Source
Student has a previous balance
Allows batch transactions to be included, as well as pending awards.
Pending awards are not included in evaluating student criteria (balance) but will show up as pending on the statement. This would allow some students to appear on the statement with a pending credit balance, but since the awards are not in billing, we exclude these transactions from the balance criteria.

Collection Statement (Standard report format only):

Includes all students with a debit balance in the ledger.
Does not allow batch transactions in balance calculations or in providing detail transactions in the statement.
Detail transactions for the student are derived by taking the maximum transaction date per student and a date 30 days prior to that date.
Does not allow pending awards to be included in the report.
Allows transactions to be sorted by AR Type

Note:In order for Monthly and Collection statements to work, you MUST update the rptBillingtReportsStatements.ssi to use ONLY the optimized Standard statement released on or after 11/18/2005.

Statement Formats:

Combined Sched/Statement: Includes a student's course schedule for the appropriate term with billing information.
Aging: Includes previous balances and subtotals /totals; with aging totals at the bottom of each page; categories include 0-30, 31-60, 61-90, 91-120, and over 120; aging balances are based upon a Creation or Effective aging date.
Form: Designed to print on a preexisting form and includes credit/debit listing of all transactions falling within the term/date range.
Standard: Basic statement displaying credit/debit transactions, including previous balances, totals, and subtotals.
Past Due Letter: Generates a letter for individuals who have not paid their balance by the Statement Due Date defined on the Print tab of the Billing Statement Options window.
Combined with Details: Includes course schedule with detailed course information such as course meeting date and time, instructor, and location.