Billing & statements
Prepare the next statement run.
Monthly assessments, payment coupon books, budget reports and approved notices. Confirm the current documents and mailing instructions for each run.
Start a statement briefThe outgoing packet
Common documents in a run. Confirm the current version, quantity and mailing list before production.
- Monthly and quarterly assessment statements
- Annual payment coupon books, saddle-stitched and personalised per unit
- Annual budget report and policy statement packets
- Assessment increase and special assessment notices
- Delinquency notices prepared to approved specifications
- Year-end owner account summaries
The return pieces
Return envelopes, remittance stubs and lockbox-ready formats are part of the package discussion.
Confirm postage, return-envelope requirements and any mailing documentation as part of the job.
Illustrative formats, not an approved package. Contents, weight, dimensions, mailing method and timing affect the quote. A combined package needs its own review; do not assume combining jobs reduces the total price.
Before you provide owner records
Describe the data first.
Start with the statement type, quantity, data format and requested dates. Confirm the transfer method, access and retention arrangements before providing owner financial records.
Do not put owner balances, account data or mailing lists in the enquiry form.Confirm this run
Files & proof
Confirm the fields, layout and proof process needed for your statement project before providing production data. Review the content and layout before production.
List & timing
For a repeat job, confirm the current content, quantity, approved list and requested date for each run. Flag changes before production and confirm any address preparation included in the quote.
Production & mailing
We prepare the approved materials for the agreed mailing method.
A few useful answers
Billing & statement questions
Can you mail monthly assessment statements for our association?
Share the statement specifications, data format, quantity and requested schedule so we can review the work. Each run needs current approved content, quantities and mailing instructions.
Do you print payment coupon books?
Send the proposed format, quantity, personalization and mailing requirements so we can confirm the production options and quote for your job.
What management software exports do you accept?
Tell us the format and fields available in your export. Confirm that they meet the project requirements before transferring owner records; the enquiry form is for project details.
Can you handle delinquency and pre-lien notices?
Provide the approved notice and required dates so we can review the production and mailing arrangements. Confirm required content and mailing instructions with the person responsible for the notice.
How do you handle owner balance data?
Confirm the transfer method, access and retention arrangements before sending financial records. Describe any requirements your management company needs reviewed; do not put owner balances or account data in the enquiry form.
Can you mail the annual budget report and policy statement?
We print and mail association budget and policy packets to approved specifications. Confirm the contents, quantity, mailing list and required date for the job.
Is it cheaper to combine the budget packet with the coupon books?
A combined package needs its own quote. Contents, weight, dimensions, mailing method and timing affect the result, so do not assume that combining jobs reduces the total price.
What happens when an owner moves?
Send the approved updated list and flag corrections before the next run. Confirm any list-processing or returned-mail handling requirements with the team.