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Modify Statement Design lets you specify how statements are printed. You can use the default statement or add new ones as desired.
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 sidebar to select it.
- Edit the Title of the statement.
- Adjust the settings on each tab: Paper, Heading/Footing, Body, Body Totals, and Images.
You cannot save any changes to the Default Statement 8.50 x 11.00 design. Use the Make a Copy link.
Paper Tab
Set the following fields:
- Paper Type: Choose Letter, Legal, or Custom from the drop-down list. If you select Custom, you can then edit the Page Width (inches) and Page Height (inches) fields.
- Orientation: Portrait or Landscape
- Font:
- Font Size:
- Forms Per Page: 1 form per page to 5 forms per page
- Vertical Starting for Body (inches):
- Vertical Ending for Body (inches):
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 the allowable range, you cannot 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
- 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 Italic.
- Enter the Font Size and Vertical and Horizontal Offset (in inches).
- Select if the item is left-justified.
- Click the Insert icon to save your newly added line.
Body Tab
- 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 Italic.
- Enter the Font Size and Horizontal Offset (in inches).
- Select if the item is left-justified.
- Click the Insert icon to save your newly added line.
Body Tab Items:
- Activity Description:
- Activity Sequence:
- Activity Sequence and Description:
- Annual Pledge:
- Monthly Pledge:
- Receipts to Date:
- Receipts this Month:
- Pledge Remaining:
- % Paid:
- Remitted:
Images Tab
- Select up to four images using the Choose File buttons.
- For each, select if you want to maintain the aspect ratio.
- 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.
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