Statements and Documents Tasks
Statement generation, viewing, uploading, and managing documents.
The following sections provide guidance on how ConcordLink generates statements and how to view, upload, and manage documents on a customer account.
Statement generation
ConcordLink automatically generates statements on a recurring schedule, typically 15–21 days before the installment due date. When a statement is generated, a corresponding installment is created showing the amount due for that billing cycle.
| Balance type | Definition |
|---|---|
| Current Due | The total of any unsatisfied installments whose due dates are today or in the future. |
| Past Due | The total of any unsatisfied installments with due dates in the past. |
If a customer reports not receiving a statement, go to the Activities tab, check for generated statements, and verify the customer is set to receive them in the system. If the customer wants to change delivery preferences, direct them to the Communication Preferences tab to toggle delivery options.
Viewing customer statements and documents
- Navigate to Statements on the customer's account.
- Use the Document Types dropdown to filter by document type, documents, statements, or letters, or select All Documents to view everything available.
- Select View to open a document.
- Download or print the statement or document as needed.
Uploading a document
- Select the Upload button in the top-right corner of the Statements and Documents page.
- Choose the file to upload and save.
FigureUploading a document.