Title: Prepare customer account statements.
Course: Agricultural Business Operations II (18201-36) > Section: Operating the Agribusiness

Preparation should include

- date of statement
- statement number
- customer ID
- customer information
- dates of purchases
- invoice numbers
- description of purchases
- charges and totals
- credits
- current balance
- payment due date

- company information.

Process/Skill Questions:

- What should be included in the account summary?
- Why is it important to follow a set schedule for sending out statements and collecting payments?
- What financial worksheets are required to be retained by a business?
- Which department should handle account statements?
- Who should handle account statements? Why are customer account statements important when filing reports and taxes?