Statements, invoices, and receipts can be customized to meet the needs of the practice.
In Sheets, double-click on a custom sheet with the type of Statement.
Alternatively, in Sheets:
To use a custom sheet for Statements, Limited Statements, Invoices, and Receipts, see Sheet Def Defaults.
Also see: Sheet Def Properties.
To customize a Statement sheet type, see Edit Sheet Def.
Some Sheet Field Types 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 Statement sheet.
Payment Options: When adding Static Text 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.
Output Text Fields: See Sheet Output Text Field.