Enhanced Statements

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Introduction

Enhanced Statements adds Quite a lot of personalization to the Statements that you may want/need and the ability to pick and choose these features.

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Options

Administrators will see Quite a few options under the Group Tab:

You can checkmark these on/off to allow for that customization you want.

Enable Fine Print on Statements
Format Agency on new line on Statements
Format as AM/PM on Statements
Include Aging on Statements
Include Attn. Contact on Statements
Include Day of the Week on Statements
Include Product on Statements
Include Sales Person on Statements
Include Telephone in Return Address on Statements
Include Time on Statements
Include Transaction Comment
Sort Chronologically on Statements
Split Balance on Statements
Split Trade on Statements
Summarize Finance Charges on Statements
Use Pre-printed Letterhead on Statements
Use Short dates on Statements
Use short times on Statements

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Usage

Enable Fine Print on Statements

Format Agency on new line on Statements

Format as AM/PM on Statements

Include Aging on Statements

Include Attn. Contact on Statements

Include Day of the Week on Statements

Include Product on Statements

Include Sales Person on Statements

Include Telephone in Return Address on Statements

Include Time on Statements

Include Transaction Comment

Sort Chronologically on Statements

Split Balance on Statements

Split Trade on Statements

Summarize Finance Charges on Statements

Use Pre-printed Letterhead on Statements

Use Short dates on Statements

Use short times on Statements

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When Combined With...

This is no combination with this add-on. All of its features are listed in Options.

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FAQ

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Additional Information

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