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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.
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 tab: 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, showing the total amount for each.
- 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 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
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
To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.
To add a new item:
- Click Add New Item.
- 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.
- Enter the Vertical Offset and Horizontal Offset (in inches).
- Select if the item is left-justified.
- Click the Insert icon to save your newly added line.
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
To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.
To add a new item:
- Click Add New Item.
- 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.
- Enter the Horizontal Offset (in inches).
- Select if the item is left-justified.
- Click the Insert icon to save your newly added line.
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 the total amount when the Vertical Offset for Body Totals is 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
To edit an item, double-click it in the grid or click the Edit icon. To delete an item, click the Delete icon next to that item in the grid, then confirm the prompt.
To add a new item:
- Click Add New Item.
- 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.
- Enter the Horizontal Offset (in inches).
- Select if the item is left-justified.
- Click the Insert icon to save your newly added line.
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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