The article outlines key statement template components, including headers, footers, body content, and formatting options. Learn how to access and utilize Statement Templates via Rich Text.
The different statement template types include:
- Statement (Outstanding)
- Invoices
- Receipts
- Tax Statements
- Statement for Period (Period Statement)
- Thank You Letter
Statement Templates Options
- Navigate to Admin > My Lists > Statement Templates
- Select the dropdown arrow next to statement type name to expand the selection.
Statement Template Types
| Template | Description |
|---|---|
| Statement | Billing/outstanding statement. |
| Statement for Period | Shows all charges and payments within two specific dates. |
| Statement Invoice | Invoice for a specific charge or set of charges. |
| Statement Receipt | Receipt for a specific payment or donation. |
| Thank You Letter | Similar to a receipt, but customizable in format and wording. |
| Statement Tax Statement | Used for year-end tax letters. |
Statement Template Components
|
Statement Component |
Description |
|---|---|
| Header / Header First | Top of the page (or first page) of the statement. |
| Footer / Footer Last |
Bottom of the page (or last page) of the statement. |
| Body | Middle section with recipient address and transaction details. |
| Transaction Body | Code that generates a block of transactions. |
| Transaction Line | Code that generates a single transaction. |
| Cover Letter | Adds a letter as the first page of the statement. |
| CSS | Default code used to format statements and letters. |
Merge Fields
- Utilize merge fields/tokens to create dynamic statement template to attach via Legacy Mail for email or paper mail.
- Statement templates support specific fields, which automatically pull account information into the header and rest of template.
Related Resources
- Outstanding Statements
- Create a Statement: Database Level (How To)
- Create a Statement: Account Level (How To)
- Removing Aging from your statements
- Create a Tax Statement: Account Level (How To)
- Create a Tax Statement: Database Level (How to)
- Field Templates