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Setup

Use the Statement Format Wizard

Learn how the Statement Format Wizard defines statement content before you refine the layout in the designer screen.
Use the Statement Format Wizard to begin creating a custom statement format by selecting the information that should appear on client statements. When you select
Finish
 to close the wizard, the statement format opens in the designer screen, where you can further customize it.
To access the Statement Format Wizard, choose
Setup
Custom Formats
. In the Custom Formats pane on the left, right-click and choose
Add Statement
 from the shortcut menu.

Main tab

Use the
Main
 tab to enter a description for the custom statement format. The description should distinguish the new statement format from other statement formats.

Heading Information tab

Use the
Heading Information
 tab to select the information that prints in the statement header. The information selected on this tab prints only at the top of the first page.
Firm information
Use this section to select firm information for the header. This data comes from the corresponding fields for the home office on the Office setup screen.
If you want to add your firm's logo to the statement, select the
Logo
 checkbox, go to the logo graphic file, and select
Open
. By default, the application places the logo to the left of the firm information in the header and resizes it to fit a default size. You can later change the placement and size on the designer screen.
note
If you're running Practice CS through your environment, you can go to files on your local network.
Client Information
Use this section to select client information for the header. This data comes from the corresponding fields on the Clients setup screen.
Statement Information
Use this section to select the statement information that appears in the header.

A/R Information tab

Use the
A/R Information
 tab to choose the accounts receivable information to include on statements.
  • Select
    A/R Recap
     to include a recap of the client's A/R activity. This can include the client's opening A/R balance for the current period, invoices dated within the current period including the current invoice amount, receipts, adjustments, service charges, and the resulting A/R balance.
  • Select
    A/R Detail
     to include detailed receivable information. Available options are:
    • A/R Ledger
      , which includes a beginning A/R balance, current period activity, and amount due
    • A/R Open Items with Current Activity
      , which displays prior-period open A/R items, current period activity, and amount due
    • A/R Open Items
      , which displays open A/R items and amount due
  • Select
    A/R Aging
     to add a five-period aging section to the statement.
  • Select
    Dunning Messages
     to include dunning messages from the Billing and A/R tab of the Firm setup screen.

Pay Stub Information tab

Use the
Pay Stub Information
 tab to determine whether a pay stub appears at the bottom of the statement and what information it contains.
Select the
Include a pay stub
 checkbox to add a pay stub to the custom format. Practice CS automatically adds a dashed divider line and the label
Please return this portion with payment
 at the top of the pay stub.
In the pay stub information section, select the items you want to include. Client information comes from the Clients setup screen and includes the phone number designated as primary.
If you select the
A/R Terms
 checkbox, Practice CS adds the text from the
A/R Terms
 field on the Billing and A/R tab of the Firm setup screen.

This article applies to:

  • Product: Practice CS
  • Subject: Setup