ALIS Statements

ALIS Statements are on-demand financial summaries that provide a detailed, point-in-time record of a resident's or payer's account activity. These documents itemize all posted charges, payments, and adjustments, resulting in a clear balance that reflects the account status at the specific moment they are created. 

Access Statements 

At the top of your screen, use the Billing dropdown menu and select Statements.

Manage Statements 

This brings you to the Statements page where you can preview, generate, re-generate, or delete statements at any time to reflect the most current account information. 

All Statements tab

The first tab is All Statements, where you can view all generated statements based on the date range and other filters set. The Invoice Preference filter is particularly helpful for determining which statements to print and/or email. Once filters have been set, click Refresh to update the table below.

• Click Options > View to download an individual resident's Statement PDF. You can also Delete a statement using this dropdown.
• Multiselect the checkboxes on the left of the table and then click the Print, Email, or Delete Selected buttons to perform the applicable action in bulk. 

Statement Preview tab

This tab is where you can preview and bulk generate statements. Use the filters to display specific residents and payers, and click Refresh. 

• Multiselect the checkboxes on the left of the table, and then click the either of the buttons above the table to Preview Statement PDFs or Generate Statements. You can also click the Preview button to the right of their name to Preview an individual statement. 
• The View Billing button to the right of someone's name takes you to the Billing section of the Resident Profile.

When you Preview or Generate statements, a pop-up requires you to choose a Statement Type. 

Each one of the options will generate a document with separate statements for all enabled payers plus the resident themselves. Each payer statement is separated by page break in the document.

• Account Balance Forward is selected by default and shows all charges and other items for the selected date range for all enabled payers, with the total account balance on all the payer statements, regardless of who the item is charged to or paid by.
• Payer Balance Forward shows all charges and other items for the selected date range for all enabled payers, but each payer's statement will only include charges and items associated with the specific payer.
• Payer Open Items shows details about all outstanding charges on the account from earlier periods, plus the charges and other items for the current period. Each payer's statement will only include charges and items associated with the specific payer.

Documents tab 

This tab is where you can print or view the Statement PDFs generated from previous months/years.

Tax Statements tab 

This tab is where you can print or email tax statements to payers. You can also click the Options button on the far right to view and edit Payer details on the resident profile if needed.

Note that your Tax Statement PDF templates can be customized and are configured in Billing Settings. For assistance, contact your Account Manager or our ALIS Customer Success Team. 

Statements on the Resident Profile

In the Billing section of the resident's profile, expand the Statements blue bar. This opens a table displaying the basic information about each statement. Note that since Statements do not automatically generate, it is common that this area is empty. You can generate statements as needed from this section of the resident profile, or in the Statement Preview tab of the Statements page.

• In the table, click the linked statement number or click Options > View to view the generated statement PDF.  
• In the Options dropdown menu, you can also Delete or Email Statement.
• Click the Generate Statements button at the top left of the table to generate a statement from here. This opens the same pop-up as in the Statement Preview tab for you to set the parameters of the statement you wish to generate. 

Related articles: 

• Invoices vs. Statements
• ALIS Monthly Invoicing
• Tax Statements

For more assistance with Statements, 

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com