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Statement Generation



Preferred Direct’s statement generation service can save you time and money!

Municipalities and businesses of all types and sizes rely on our ability to generate their billing statements.

At Preferred Direct, we guarantee timely and confidential processing of your information. From a city’s water bills to a physician’s medical statements to revolving charge accounts for retailers, our capabilities are flexible enough to handle all your needs statement generation needs.


Statement Generation

You can rely on Preferred Direct to generate your billing statements quickly and accurately.

Your information can be submitted to us via our secure ftp site.  Data is typically sent in the following formats, .xls, .txt, .csv, .dat formats. We also receive files that have been encrypted via .pgp encryption. Your Preferred Direct project manager will work with you to make it easy and convenient.

Preferred Direct offers mass emailing, and we can generate EOBs and EOCs in PDF format for medical records. These can be posted to customers’ portals for their customers to log into review electronic copies


Preferred Direct Statement  Generation - Medical billingAll industries can benefit from our Statement Generation service including the following groups:


Benefits of using Preferred Direct for your statement generation include:

  • Customization with your branding, logo and specific message available
  • Deliver statements faster with a quicker turnaround time for creation, processing and printing
  • More efficient bill operations to reduce your days outstanding


Statement Generation & Variable DataPreferred Direct Statement  Generation - Variable Data

Preferred Direct offers variable data programming that allows us to provide a wide variety of projects, from simple marketing postcards and letters through the most complex transactional work.

We also have a variable data detailer that allows us to add custom messages, coupons, maps and more to your statement. It’s a great tool to communicate with your customer.

For added convenience, Preferred Direct can handle the printing of both your statements and envelopes. We can also fold, insert, prep for presort first-class postage and deliver your statements directly to the Post Office.

Just give us your data and the drop date, and leave the rest to us!


For your added convenience, leave the rest to us including:

  • Statement design or template choices
  • Printing of statements and envelopes
  • Inserting mail piece(s) into envelopes
  • Presort for postal discounts
  • Delivery to the United States Post Service

Call toll free 1-844-719-1848 to speak with a Project Manager who will work with you from start to finish on your Statement Generation and any other printing need. Looking for other direct billing services like E-billing or Transpromo Marketing, call Preferred Direct today.