Generating Resident Statements

At the end of your organization's billing period, you should generate resident statements for residents. You can generate statements in one of two ways:

c	Multiple PDFs, one for each resident

c	One PDF for all residents

After you generate the statements, you can print and mail them to residents.

For information about emailing statements after you generate them, see “Emailing Resident Statements”.

To generate custom resident statements

1	From the Voyager Residential side menu, select Reports > Resident > Residential Correspondence. The Residential Correspendence screen appears.

2	Complete the Resident Filter section, as needed:

You cannot generate resident statements for roommates. If you select a roommate in the Resident field, Voyager will generate statements for the associated resident.

Having Charges	Shows residents who have outstanding charges with the selected charge codes.
Post Month -to-	The range of months for which you want to generate statements. This field has two effects: c Replaces tokens with the appropriate charge data. For more information, contact Yardi technical support. c Shows residents who have outstanding charges that were posted within this range.
Document Date	The statement date that appears on generated resident statements.
Amount Owed -to-	Shows residents who have outstanding charges that total between these two amounts. If you want to specify only a minimum or maximum amount, do not complete the field for the other amount.

3	Click Display. A table of residents appears at the bottom of the screen.

4	Complete the Create/Email Documents section, as needed. For more information, see “Residential Correspondence Screen Reference”.

5	Click the Generate Documents button. The Statement column appears in the table.

6	If you want to review a resident's statement, click the Statement link in the row corresponding to that resident. The resident statement appears.

Residential Correspondence Screen Reference

• Create/Email Documents Section

If you select the Attach Documents check box, you cannot select the Merge Documents in Single PDF check box. If you select the Merge Documents in Single PDF check box, you cannot select the Attach Documents or the Show on Portal check boxes.

Category	Select Resident Statement.
Report Type	The report name of the resident statements that you want to generate.
Print Blank	Generates resident statements even for residents who do not have outstanding charges within the range specified in the Post Month field.
Display Charge Codes	Displays only charges with the specified codes in the generated resident statements. For example, if you select the late charge code, the statements will show display late fee charges.
Lease Charges Month	Displays only lease charges for the specified month in the generated resident statements. For example, if you type the following month, the statements will display lease charges only for the following month.
Attach Documents	Attaches resident statements to resident records when you generate statements. If you want to email residents their statements, you must select this check box.
Show on Portal	Enables residents to view their resident statements in Yardi Portal when you generate statements.
Merge Documents in Single PDF	Generates a single PDF for all residents.
Mark Documents as “Copy”	Replaces the INVOICETYPE token with the text COPY.