Office Hours - Custom Statements

With PAI's complete portfolio management, even statementing and invoicing your customers is simple. With the My Custom Statements tools within PAI Reports, you can generate your own statements and quickly get statements and checks done for the month so you can focus on growing your business. In this video, Austin Burgin demonstrates the simple but powerful tool that allows you to create statements for your merchants. Easy configuration, fast setup, and even faster generation each month. This tool and many more are delivered through PAI's best-in-class ATM portfolio management tool, PAI Reports. PAI Reports is the state-of-the-art in ATM Portfolio management. Don't miss out on additional revenue with your ATM fleet. - Introduction (00:00) - Navigation to My Custom Statements (0:17) - Statement Strategy (0:58) - New Configuration (1:25) - Naming Configuration (1:29) - Selecting Terminal Set (1:44) - Surcharge Override (2:18) - Surcharge Column (2:42) - Monthly Charges (3:07) - Print Ordering (3:27) - Additional Column Selection (3:45) - Statement Layout - Windowed Envelope or Compressed Header (4:49) - Preview Statement (5:01) - Generating Multiple Months (6:51) This video is part of the Office Hours series. Check out the entire series here: https://www.youtube.com/playlist?list=PLoYgeTUpAy60CLAliKEIZrNYZa-KIA1bm Early access version of eRMS 2.0 overview. If you want to see more of eRMS 2.0, see here: https://youtube.com/live/uzBFISf-lqE Click here to access the PAI Help Center to learn more about PAI Reports. https://help.paireports.com/ PAI Reports is the first-in-class ATM Portfolio Management suite of tools. It assists thousands of ATM Operators daily in managing their ATM portfolios. If you're ready to take your ATM portfolio management to the next level, reach out today. Ready for the best-in-class ATM Portfolio Management or need an ATM? [email protected] Schedule a training session today at [email protected] Payment Alliance International (Main Channel) https://www.youtube.com/@UCMQu50D2PLRMruNZP9GoSgA PAI provides various ATM solutions, including ATM Processing, software, cash Loading, Forecasting, Reconciliation, and cash. PAI provides the complete ATM ecosystem. No matter your configuration, we can drive improved outcomes through our expertise and tools. Visit Us https://gopai.com https://www.linkedin.com/company/pai-atm https://brinks-ams.com/ #atm #atmbusiness #passiveincome #ams #brinks #statement #revenuerecognition