Accounts Receivable > Modify >

Statement Design

 

         

 

 

Overview


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

 

This Help page contains the following sections:

Modify Statement Design

Paper Tab

Heading/Footing Tab

Body Tab

Body Totals Tab

Images 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.

 

You cannot save any changes to the Default Statement 8.50 x 11.00 design. Use the Make a Copy link.

 

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

 

The Vertical Starting for Body and Vertical Ending for Body along with Vertical Offset for items on the Heading/Footing tab must have values that fall within the available height based on the Paper Type and Forms Per Page (ex: with a Paper Type of Letter and 2 Forms Per Page, the allowable range would be 0.25 - 5.25 inches).

 

If your values are outside of the allowable range you are not able to save your changes to the statement design. Instead, a message appears detailing everything that needs to be changed and giving you the allowable ranges for each field based on your selections on the Paper tab.

 

 

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:

 

Bill To ID #

Bill To Alternate ID

Bill To Name

Bill To Address

Bill To Phone #

Company Name

Company Address

Customer ID #

Customer Alternate ID

Customer Name

Customer Address

Notation - Re: Customer's Name

Fund Description

Statement Date

Due Date

Payment Due

Current Due

Over 30 Days

Over 60 Days

Over 90 Days

Balance

Previous Balance

Payments

Charges

Late Fees

Total Sales Tax

Total Payment Due

Memo Text

Text

Continued next page!!

Page #

 

 

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.

 

You can add Dashes and Total Amount when you have Vertical Offset for Body Totals set to 0.00. Any Heading items do not print.

 

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.

 

Compiled on 10/16/2018 10:23:13 AM