Customize a Statement Using Sheets
Statements, invoices, and receipts can be customized by setting up a Sheet with a 'Statement' type. If enabled, the same custom sheet will be used for all statements, invoices, and receipts, with only the title and relevant information changing depending on which document is generated.
Enable the Preference
The custom statement sheet listed first alphabetically will be used. For example, if there are two custom statements named Custom Statement and Walkout Statement, Custom Statement will be used because it comes first alphabetically. If there is no custom statement, the internal sheet will be used.
Uncheck the preference to use the classic statement format instead.
Set up a Statement Sheet
Below is an example of a custom statement.
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.
Payment Options: When adding StaticText 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.
StatementReceiptInvoice: This field determines the title of the document based on how it is generated.
statementIsCopy: If printing a copy of an invoice the word COPY will be printed on the sheet.
statementIsReceipt: Only shows when printing receipts. The field will show KEEP THIS RECEIPT FOR INCOME TAX PURPOSES.
Billing address: The guarantor's entire address as entered on the Edit Patient Information window. Patient vs guarantor name is determined by how the bill is generated. If via the Billing List, the guarantor name shows.
invoicePaymentLabel: This output field is labeled Payments in the sheet. This is the sum of all the payments in the Patient Account grid, whether or not the payments are attached to a procedure.
Swiss bank routing fields do not show on the new custom statements.
Open Dental Software 1-503-363-5432