Version 14.19
Follow these steps to customize your statements:
- Access your Statements.
- Within the application, select Tools > OP Reports
- Log in
- Select the Billing_Rpts Folder
- Select Billing_Statement_cp_Family
- Right-click and select Design
- 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.
- 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.
- 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:
- Access your Statements.
- In the application, select Tools > OP Reports
- Log in
- Select the Billing_Rpts Folder
- Select Billing_Statement_cp_Family
- Right-click and select Design
- 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
- Access the customization tool within your statement reports.
- From the Design tab in OP Reports click the Calc Tab
- In the Report Bands box on the upper left hand corner of the window, right-click and select Module
- Select Events
- 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 |
