Where is the AR Statement Form located? I need to modify it and add a logo and it is not available to select. The Dunning Letter is available but not the statement form. Is it hidden?
Answer
AR Statement form
Best answer by Laura03
Hello,
I can suggest opening the statement from the Customer screen: select a customer with open documents, click […] and choose Generate statement on demand.
Once the report is on screen, use pencil icon in the left corner; clicking pencil brings you to report parameters screen for the statement, where members of Report Designer role can click ‘Edit report’.
(Maybe I’m the only person opening it this way??) Works for me, and I hope it works for you.
Laura
+19Hello,
I can suggest opening the statement from the Customer screen: select a customer with open documents, click […] and choose Generate statement on demand.
Once the report is on screen, use pencil icon in the left corner; clicking pencil brings you to report parameters screen for the statement, where members of Report Designer role can click ‘Edit report’.
(Maybe I’m the only person opening it this way??) Works for me, and I hope it works for you.
Laura
~ Laura Barber, WM Synergy
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