Statement Section Utilities>Invoice Design

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Overview

Statements print A/R type statements. The statements are by client not project.

 


 

Key Concepts

An Invoice can have multiple Invoice Statement sections, the section used for the beginning of the invoice to hold textual type information, such as Bill-to Address, Project Description, Invoice Date, and Company Logo.
The fixed Dataset for this section contains exactly one row.
The Dataset will have all fields from the Bill-Terms Project (project facts, print criteria, project UDF’s, client UDF’s, and bill-to and remit-to addresses).

 

Field Descriptions

Name

Textbox - The name of the Header section can be edited here. Must be unique.

 

Aging Method

By Invoice Date - When checked the statement ages by invoice date
By Due Date - When checked the statement ages by due date

 

Show

Show Fully Paid Invoices check-box - When checked, even fully paid invoices will print.