Customer Statement Report in FalconPro Real Estate Software: Complete Guide
Introduction
The Customer Statement Report in FalconPro Real Estate Software is a vital tool for property managers, accountants, and real estate professionals. It provides a detailed, contract-specific or client-specific financial summary, enabling you to track payments, outstanding balances, and all related transactions for any property, unit, or contract. This guide explains how to access, filter, and utilize the Customer Statement Report for transparent financial management and client communication.
Accessing the Customer Statement Report
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Location:
Go to the Reports screen and select Property Statement, then choose Customer Statement. -
Search Criteria:
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Property (select a specific property or leave blank for all)
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Client (search by client name)
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Contract number (for contract-specific statements)
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Unit (select a specific unit for detailed reporting)
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Status (filter by contract status or use multi-status for broader results)
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Retrieving Data:
After setting your criteria, click Retrieve to display all relevant data for the selected property, client, contract, or unit.
Understanding the Customer Statement Content
The Customer Statement Report provides a comprehensive overview, including:
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Client Name
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Property and Unit Number
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Contract Number
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Contract Price and Security Deposit
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Model and Area Size (if entered in property inventory)
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Parking Details (if applicable)
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Rental Amount and Distribution
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Shows the total rent, how it is split across payments (e.g., cheques, cash, security deposit)
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Each payment is listed with its status (e.g., cleared, new, bounced, unclear)
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Summary Section:
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Total Value: The full contract amount
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Total Collected: Amount received to date
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Unpaid: Outstanding balance
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Actually Received: Amount received and cleared
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Unclear: Amounts pending clearance (e.g., cheques not yet cleared)
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Exporting and Printing the Customer Statement
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Print:
Click the Print button at the bottom of the report to generate a hard copy for meetings, audits, or client communication. -
Export to Excel:
Export the statement for further analysis, sharing, or integration with other tools. -
Save as PDF:
Save the report as a PDF for digital record-keeping and easy distribution.
Best Practices
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Regularly Review Statements:
Generate customer statements after each payment or contract update to keep clients and management informed. -
Use Filters for Targeted Reports:
Filter by property, client, contract, or unit to focus on specific accounts or transactions. -
Share with Clients and Management:
Provide statements to clients for transparency or to management for financial review. -
Archive for Audits:
Export and save statements regularly to support audits and compliance.
Conclusion
The Customer Statement Report in FalconPro Real Estate Software is an essential feature for maintaining transparent, accurate, and up-to-date financial records for every client and contract. By leveraging its detailed reporting, export options, and flexible filters, you can ensure efficient financial management and clear communication with all stakeholders.
Frequently Asked Questions (FAQ)
Q1: How do I access the Customer Statement Report?
Go to Reports > Property Statement > Customer Statement, set your filters, and click Retrieve.
Q2: Can I filter the report by property, client, or contract?
Yes, you can filter by property, client, contract number, unit, and status.
Q3: What information does the report include?
It includes client name, property/unit, contract number, price, security deposit, payment details, and a summary of collected and unpaid amounts.
Q4: Can I export or print the customer statement?
Yes, you can print, export to Excel, or save as PDF for all customer statements.
Q5: How often should I generate customer statements?
After each payment, contract update, or as needed for client or management review.
