Billing Q&A: Amount Header on Statements

January 2019    Tags: , , ,

I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?

In Version 19, we added the ability to add an “Amount” column heading for fees via Statement Customization. Statement Customization provides many customization options, including what terminology to use on your statements.

To add an Amount header to statements

  1. From the Statements menu, point to Statement Setup and select Statement Customization.
  2. On the Terminology tab, select Line 77.
  3. In the Line 77 field, enter the desired text (e.g., “Amount”). A maximum of ten characters is allowed.
  4. Press Ctrl+S.

This terminology will be displayed above the dollar amount for fees when the statement template being used includes an amount for fees on the statement.

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