Customising fields in Statements for your Receivables.
Introduction
If you are setting up Customisable fields for your Invoice and Statement Banners, you can add other custom fields for your Receivable Account Types. Examples of the fields you can update are Communication Subjects, Communication body and Sent by fields.
Refer also to Customisable fields for Invoice and Statement Banners and Messages and where Contact and Address are stored.
and Header and Footer Banners on your documents.
Receivable Account Types
- Go to Receivables > Receivable Account Types.
- Select the Receivable Account Type that you want to update.
You can now add the text from the fields in the list to the appropriate field. The field name must be encased in square brackets, e.g. [Account_Code].
Customisable Fields
Here are the more commonly used fields that you can insert into various fields in the Receivable Account Type.
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