Statement Design

Modify Statement Design allows you to specify statement printing information. You can use the default statement or add new ones as desired.

This Section Includes:

ØModify Statement Design

ØPaper Tab

ØHeading/Footing Tab

ØBody Tab

ØBody Totals Tab

ØImages Tab

 

Modify Statement Design

 

Click the Add New Format link to start from a blank design, the Make a Copy link to start from a copy of the currently selected design, or click any design in the side bar to select it.

 

 

Edit the Title of the statement. You can then adjust the settings on each of the tabs: Paper, Heading/Footing, Body, Body Totals, and Images.

Paper Tab

Select the Statement Type:

•Invoice Detail: Your statement displays a line of print for each invoice line.

•Invoice Summary: Your statement lists the totals for all invoices in the date range (not the total of all charges due). The statement prints one line per invoice, reflecting the total amount for each invoice.

For Paper Type select if your paper size is Letter, Legal, or Custom. If you select Custom you can then edit the Page Width (inches) and Page Height (inches) fields.

The following fields are also available:

•Font

•Font Size

•Forms Per Page

•Vertical Starting for Body (inches)

•Vertical Ending for Body (inches)

•Print Name As

•Print Payment Notes

 

 

Heading/Footing Tab

Existing items display in the grid with the following columns:

•Item

•Heading: The heading for the item, if any

•Bold: Displays a check if the item is bolded

•Underline: Displays a check if the item is underlined

•Italics: Displays a check if the item is italicized

•Font Size

•Vertical Offset (inches): The offset for the item from the top margin of the form

•Horizontal Offset (inches): The offset for the item from the left margin of the form

•Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Vertical and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Heading/Footing Items:

•Balance

•Bill To Address

•Bill To Alternate ID

•Bill To ID #

•Bill To Name

•Bill To Phone #

•Charges

•Company Address

•Company Name

•Continued next page!!

•Current Due

•Customer Address

•Customer Alternate ID

•Customer ID #

•Customer Name

•Due Date

•Fund Description

•Late Fees

•Memo Text

•Notation - Re: Customer's Name

•Over 30 Days

•Over 60 Days

•Over 90 Days

•Page #

•Payment Due

•Payments

•Previous Balance

•Statement Date

•Text

•Total Payment Due

•Total Sales Tax

Body Tab

Existing items display in the grid with the following columns:

•Item

•Heading: The heading for the item, if any

•Bold: Displays a check if the item is bolded

•Underline: Displays a check if the item is underlined

•Italics: Displays a check if the item is italicized

•Font Size

•Horizontal Offset (inches): The offset for the item from the left margin of the form

•Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. .Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Body Tab Items:

•Date

•Invoice #

•Description

•Amount

•Invoice Balance

•Balance

Body Totals Tab

Select the Vertical Offset for Body Totals. This is the offset for the totals from the bottom of the body detail. Leave the vertical offset to 0.00 to print body totals directly after body detail.

 

 

Existing items display in the grid with the following columns:

•Item

•Heading: The heading for the item, if any

•Bold: Displays a check if the item is bolded

•Underline: Displays a check if the item is underlined

•Italics: Displays a check if the item is italicized

•Font Size

•Horizontal Offset (inches): The offset for the item from the left margin of the form

•Left Justified: Displays a check if the item is left justified

Double-click an item in the grid or click the Edit  icon to edit. Click the Delete  icon by any item in the grid to be prompted to delete that item. Click Add New Item to add an item to the grid. Select the Item from the drop-down list, enter a Heading if applicable, select if you want the item in Bold, Underline, or Italics, enter the Font Size and Horizontal Offset (in inches), and select if the item is Left Justified. You must click the Insert  icon in order to save your newly added line.

Body Totals Items:

•Blank Line

•Dashes

•Total Amount

•Total Invoice Balance

•Total Balance

Images Tab

You can select up to four images using the Choose File buttons. For each, select if you want to Maintain Aspect Ratio. You can then select the Image Width (inches), Image Height (inches), Horizontal Location (inches), and Vertical Location (inches)

The Restore Defaults button completely restores all settings on all tabs to defaults. Click the Test Statement Design button to see a preview of your statement design. Click the Update button to save changes to your statement design, the Reset link to undo all changes since the last time the design was updated, or the Cancel link to discard all changes and return to the Accounts Receivable dashboard.