BATCHPDF

Before, we lacked a friendly way to explain changes to customer accounts. We relied on exported Excel reports and complex statements with historical tracking, but neither was satisfactory to the customer. Batch PDF helped us increase customer satisfaction through added transparency. Now, we schedule the generation of simplified customer statements. Whenever questions come up, we easily pull up the "before" and "after" PDF copy of the statement and present to the customer a clear picture of what items had been added to their statement and when the addition occurred.