Updated for 7.0
Administrators have access to update elements of the Statements created for Member Accounts.
On the top navigation, click the Gear icon to go to Configurations and Settings. This will take you here:
In the section navigation toolbar at the top of the screen, go to under Accounting, select Statement Layout. This will take you here:
There are two sections that can be updated:
- Default Note (This content will appear at the end of the statement posted after the line items of invoices and payments
- Settings
- Statement Style – If there is a custom account design, administrators can change between the default setup and their own custom design.
- Show Lieutenants/Leaders – Display the Member’s Group Leader name.
- Group/Leader in Header –
Active: Display the Group and Leader information at the top of the page.
Inactive: Display the Group and Leader information at the bottom of the page.
Show Lieutenants/Leaders must be active - Detailed Line Items (Formerly: Show Line Items on statements) – Display the first few Invoice charges and products on the statement.
Unlike Invoices, Statements are created on demand. So the setting above will apply to a Statement as they are created.