We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

How to Customize Your Statements

Version 14.19

Follow these steps to customize your statements:

  1. Access your Statements.
  • Inside of Office Practicum select Tools > OP Reports
  • Log in
  • Select the Billing_Rpts Folder 
  • Select Billing_Statement_cp_Family
  • Right-click and select Design
  1. Add your practice's logo to the report Design (skip this step if you do not plan to make your logo visible).
  • On the Design tab in OP Reports, find the square to the right of the return address.
  • Right click inside the square and select Picture.
  • Choose your logo from your computer and open it.
  1. Access the customization tool within your statement reports.
  • From the Design tab in OP Reports, click on the Calc tab.
  • In the Report Bands box on the upper left hand corner of the window, right click and select Module.
  • Select Events.
  1. Customize your statements
  • In the box on the left hand side of the screen labeled "procedure GlobalOnCreate;", find the field you would like to edit.
  • Follow the steps in the table below.
Name of Field
You can
By Changing
to
Cash
Make it visible
showCash := False;
showCash :=True;
Credit Cards (entire section)
Hide it
showCreditCards := True;
showCreditCards := False;
Discover
Make it visible
showDiscover := False;
showDiscover := True;
AMEX
Make it visible
showAMEX := False;
showAMEX := True;
Logo
Make it visible
showLogo := False;
showLogo := True;
Logo Height
Change the size to another height (in inches)
logoHeight := 0.75;
logoHeight := x.xx;

Example: logoHeight:= 0.50;
Logo Width
Change the size to another width (in inches)
logoWidth := 0.75;
logoWidth := x.xx;  

Example: logoWidth := 1.25;
Permanent Message
Insert a message to be written on every statement you send
permanentMessage := '';
permanentMessage := 'Type your message here!';
Due Days
Change "Due Date: Upon Receipt" to a calculation that will add
your desired number of days to the date you print a statement.
dueDays := 0;
dueDays := xx;

Example: A statement printed on 3/10/2015 with dueDays := 30 would print as
Due Date:   4/10/2015
Version 14.10

Follow these steps to customize your statements:

  1. Access your Statements.
  • Inside of Office Practicum select Tools > OP Reports
  • Log in
  • Select the Billing_Rpts Folder 
  • Select Billing_Statement_cp_Family
  • Right-click and select Design
  1. Add your practice's logo to the report Design (Skip this step if you do not plan to make your logo visible).
  • On the Design tab in OP Reports, find the square to the right of the return address
  • Right click inside the square and select Picture
  • Choose your logo from your computer and open it
  1. Access the customization tool within your statement reports.
  • From the Design tab in OP Reports click on the Calc Tab
  • In the Report Bands box on the upper left hand corner of the window, right click and select Module
  • Select Events
  1. Customize your statements
  • In the box on the left hand side of the screen labled "procedure GlobalOnCreate;", find the field you would like to edit
  • Follow the steps in the table below
Name of Field
You can
By Changing
to
Cash
Make it visible
showCash := False;
showCash :=True;
Credit Cards (entire section)
Hide it
showCreditCards := True;
showCreditCards := False;
Discover
Make it visible
showDiscover := False;
showDiscover := True;
AMEX
Make it visible
showAMEX := False;
showAMEX := True;
Logo
Make it visible
showLogo := False;
showLogo := True;
Logo Height
Change the size to another height (in inches)
logoHeight := 0.75;
logoHeight := x.xx;

Example: logoHeight:= 0.50;
Logo Width
Change the size to another width (in inches)
logoWidth := 0.75;
logoWidth := x.xx;  

Example: logoWidth := 1.25;
Permanent Message
Insert a message to be written on every statement you send
permanentMessage := '';
permanentMessage := 'Type your message here!';
Due Days
Change "Due Date: Upon Receipt" to a calculation that will add
your desired number of days to the date you print a statement.
dueDays := 0;
dueDays := xx;

Example: A statement printed on 3/10/2015 with dueDays := 30 would print as
Due Date:   4/10/2015