In Sheets, double-click a Custom Sheet.

Statement, Invoice, and Receipt sheets can be customized by setting up a Sheet with a Statement type.

To use a custom statement for statements, limited statemented, invoices, and receipts, see Sheet Def Defaults.

Set up a Statement Sheet

Copy a sheet or create a new one.

• Highlight the internal Statement sheet and click Copy. Then double click the custom statement.
• Click New and create a new sheet with a Statement type.
• Double click an existing custom statement to edit it.
• Highlight an existing custom statement then click Duplicate to copy it.

Change the sheet as needed.

• Sheet Def Properties
• Sheet Field Types

There are additional options that are only available for sheets with a Statement type. A few are described below.

Grids: There are five grids that can be added to a sheet.

• StatementAging: Fixed information, cannot be changed.
• StatementEnclosed: Fixed information, cannot be changed.
• StatementMain: Column names, order, and size can be changed in Display Fields, StatementMainGrid.
• StatementPayPlan: Fixed information, cannot be changed.
• StatementInvoicePayment: Fixed information, cannot be changed. The grid will populate with payments attached to procedures on the invoice as well as unattached payments that were made on the same day.
  • This grid shows payments attached to procedures and payments made on the same day that are not attached to procedures. Changing a payment overrides the original amount on the invoice.

Payment Options: When adding Static Text Fields, there is an additional 'Is Payment Options' checkbox. When checked, this designates the field for inclusion when payment information is included in a statement, invoice, or receipt. The checkbox 'Hide payment options' on the Statement window determines if payment information is included or not.

Output Text Fields: See Sheet Output Text Field.