KB Corner: Customizing Statement Letterhead

February 2018    Tags: Resources, Statements

There are several ways to customize the heading for your statements.  The Statement Setup window (File | Print Setup | Statement Setup) helps determine which method is used to print the statement heading.

• Selecting the Enable Statement Designer Layouts check box in the Statement Setup window will use the heading defined in the custom page layout created by the Statement Designer.
• Selecting the Bitmap check box in the Page One area of the Statement Setup window lets you specify a bitmap image of your firm’s letterhead to include on your statements.
• If the firm’s name and address is entered in Headings tab of Statement Customization, it will be printed in the font specified in the Statement Setup window.

Software Technology offers a bitmap scanning service for Tabs3 users. Bitmap files of a firm’s letterhead can be created and used to print the letterhead directly on statements generated by Tabs3. This eliminates the need to use preprinted stationery for statements. Once scanned, the bitmap file can be specified to print on a statement via Statement Designer (Statements | Statement Setup | Statement Designer) or the Statement Setup button in Printer Setup (File | Print Setup).

Knowledge Base Article R10168, “Bitmap Scanning Service,” explains what a bitmap file is and why resolution matters, as well as more information about our scanning service and frequently asked questions.

Statement Designer can also be used to design your letterhead using text, image, and layout elements. This option has the advantage of no additional cost and the ability to make changes at any time. For more information, refer to Knowledge Base Article R10901, “Customizing the Sample Page Layouts Provided with the Tabs3 Statement Designer.”

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.