Customer Balance Statement

Balance Statement Overview
Before You Begin: If you want to send Balance Statements via email, you will need to provide SMTP credentials to a MealTime Support Technician who will tes...
Thu, 11 Nov, 2021 at 4:46 PM
Balance Statement - Design
The Balance Statement Design page is where you build, store, and load your customized balance statements and consists of five parts/pages: Settings, Selecti...
Thu, 11 Nov, 2021 at 4:43 PM
Balance Statement - Execute
The Balance Statement - Execute page allows you to send (execute) balance statements previously defined in the Design stage. -> Go To: Point of Sa...
Thu, 11 Nov, 2021 at 4:40 PM
Balance Statement - Queue
The Balance Statement Queue page stores all email and mail statement definitions that have been executed and provides separate tabs for both. You can filter...
Thu, 11 Nov, 2021 at 4:38 PM
Balance Statement - History
The Balance Statement History page is a listing of all Emailed, Mailed and Discarded balance statements with separate tabs to access each. Should you need t...
Thu, 11 Nov, 2021 at 4:37 PM