https://help.myob.com/wiki/x/ngmc
RetailManager
ANSWER ID:13688
This support note describes how to access the statement customisation options and a description of each option.
Accessing statement customisation in RetailManager v10 and later
- Go to the Contact Management menu then choose Print\Email Customer Statements.
- You will then have a Customise button at the bottom of the window. You also have the option to customise the Subject and Message sent with emailed statements.
- Customise your statements using the options described below.
Accessing statement customisation in RetailManager v9
- Go to the Admin menu then choose Print Customer Statements.
- Click Customise at the bottom of the window.
- Customise your statements using the options described below.
Statement customisation options
Customise your statements as per the options described below, then click Apply.
Statement header
Option | Description |
---|---|
Statement title | Text entered here will be displayed at the top of your statement under your company name. |
Company name & address | If selected will print your company name and address at the top of your statement. |
Account manager | Will print the Account manager's name, which is the A\C Owner in the customer's card. |
Credit limit | Will print the customer's credit limit on the statement. |
Payment terms | Prints the payment terms from the customer's card. |
Statement body
In order to be able to select from all options in the Statement body area, you will need to select option 3 in the Statement detail level area.
Option | Description |
---|---|
Invoice due date | This option will print the due date from the invoice at the end of the invoice line. |
Invoice overdue prompt | This option will print the text from the text field under this option, next to the invoice balance. |
Text box under Invoice overdue prompt | Text entered here will print next to the invoice balance on the statement, in other words your preferred message to indicate overdue amounts. |
Statement detail level
Option | Description |
---|---|
Decimal quantities | Displays statement quantities to 3 decimal places. |
Ext. description | If you have an extended description in the Stock card, this option will allow that description to be printed on the statement. Here's an example: |
Tax on sale items | Displays the tax code and tax amount on the item line. |
Statement summary
Option | Description |
---|---|
Tax code sales break up summary | Gives a break up of tax amounts by tax codes. |
Rounding discrepancy | Shows the amount of rounding or discount discrepancy. |
Outstanding credit notes value | Shows the total of all outstanding credit notes for this customer. |
Remittance advice and ageing | Prints a remittance advice and Aged balances at the bottom of the last page of the statement. |
Payment prompt | Prints the message entered in the text box under this option. Here's an example "Thank you for your custom!": |
Print report summary page at end | Prints a summary of all statements after printing individual customer statements. |
Blank page footer | Adds blank space at the footer of the statement. |
Ageing
This allows you to select the terms for your customer statements.
Option | Description |
---|---|
Global | Allows you to create a single set of terms for the entire customer database. The text box next to this option is the number of days before the invoice becomes overdue. |
Cust. Payment terms | This option allows you to use the terms you have created on the customer's card. These terms are per customer terms, and created individually. |