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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
To use a custom sheet for all statements, invoices, and receipts, enable the preference in Account Module Preferences.

  1. In the Main Menu, click Setup, Account.
  2. Check the option 'Statements use Sheets'.

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

  1. In the Main Menu, click Setup, Sheets.
  2. 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.

Below is a copy of the internal Statement.



  1. Change the sheet as needed.

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 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.

Fields
Some fields are defined here.

StatementReceiptInvoice: This field determines the title of the document based on how it is generated. 

  • Statements will read STATEMENT #.
  • Receipts will read RECEIPT. 
  • Invoices will read INVOICE.
  • For Australia and New Zealand, it will read TAX INVOICE.
  • For Singapore it will read RECEIPT #.

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.

Return address: The Practice address, or if using Clinics, the clinic address.

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.

Output Fields
Some output fields are defined here.

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.
invoicePaymentValue:
This output field displays the payment amount.
invoiceTotalLabel:
This output field is labeled Balance Remaining in the sheet. This is the sum of the charges minus the sum of the payments.
invoiceTotalValue:
This output field displays the balance remaining amount.

ProviderLegendAUS: This output field only works for users in Australia, with language settings set to English-Australia. Adds a legend to the statement that shows all non-hidden providers.

Swiss bank routing fields do not show on the new custom statements.
Australian Provider legend must be added from the available output fields.

 

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