Customizing Online Statements
The Statement module displays information that is stored in your Club's A/R system for each particular member. The Headings and Titles used for the statments will be displayed as they have been configured in the club's A/R system by default. However, those settings can be overridden for the online version of a member's Statement
Statement Headers
The following Statement Headers can be edited for Statements module:
Date Column Header
Establish the label that will appear atop the column within which the date on which transaction took place is displayed. By default it will be labelled ‘Date’.
Description Column Header
Establish the label that will appear atop the column within which the date on which transaction took place is displayed. By default it will be labelled ‘Date’.
Chit Column Header
Use this option to elect whether or not the column within which links to the Chits associated with the charges will be displayed and if displayed, establish the label that will appear atop the column. By default it will be labelled ‘Chit’.
Amount Column Header
Use this option to elect whether or not the column within which transactions amounts are listed will be displayed and if displayed, establish the label that will appear atop the column. By default it will be labelled ‘Amount’.
Service Charge Header
Use this option to elect whether or not the column within which the services charges are listed will be displayed and if displayed, establish the title that will atop the column. By default it will be labelled ‘Serv. Charge’.
Taxes Column Header
Use this option to elect whether or not the Taxes column will be displayed and if so, establish the title that will appear atop the column. By default it will be labelled ‘Taxes’.
Total Column Header
Use this option to elect whether or not the Total column will be displayed and if so, establish the title that will appear atop the column. By default it will be labelled ‘Total’.
Aging
Use this option to alter the text for the Aging section that appears at the bottom of the statement. By default it will be labled 'Aging'.
Statement Tab Labels
The following Statement Tab Labels can be edited:
Account Summary Tab Label
Establish the label that will appear on the Account Summary tab. By default this tab will be labelled “Account Summary”.
Statement Period Tab Label
Establish the lable that will appear on the Statement Period tab. By Default this tab will be labelled "Statement Period"
Credit Book Tab Label
Establish the label that will appear on the Credit Book tab. By default this tab will be labelled “Credit Book”.
Levy Tab Label
Establish the label that will appear on the Levy tab. By default this tab will be labelled “Levy”.
Summary Headers
The following Summary Headers cn be edited:
Unbilled Statement
Enter for the section within which billed statements are displayed. By default Billed Statements will be displayed.
Billed Statement
Enter the header for the section within which statements which have not yet been billed are displayed. By default Unbilled Statement will be displayed.
Charge (Default)
Enter the text you wish to have appear atop the column within the Account Summary screen within which the payments made against a member's account will be displayed. "Amount Paid" is the default column header.
Amount Paid (Default)
Enter the text you wish to have appear atop the column within the Account Summary screen within which the payments made against a member's account will be displayed. "Amount Paid" is the default column header.
Balance Due (Default)
Enter the text you wish to have appear atop the column within the Account Summary screen within which the balance of a member's account will be displayed. "Balance Due" is the default column header.
Print Friendly Statement Logo
The Print Friendly Statement option allows your members to print their statement in a formatted page state for paper, as opposed to printing the web page. The following option allows you to include a logo on the statement whien it is printed.
In order to upload a photo you will need to follow these steps:
- Click BROWSE to choose an image file from your computer.
- Once you have selected the file, click 'Upload' button, to upload the file to the web. The image will appear to the left of the box.
The Minimum Headers
The fullowing Minimum Headers can be edited:
Plan Name
This will allow you to edit the Header of the first column that appears in the Minimums section. By default this column will be labled 'Plan Name'.
Minimum to Spend
This will allow you to edit the header of the column that specifies the total amount the member has to spend over the entire Minimum period. By default this column will be labled 'Min. to Spend'.
Spent to Date
This will allow you to edit the header of the colum that specifies the amout the member has spent towards their mimimum in a given period. By Default this column will be labled 'Spent to Date'.
Start Date
This will allow you to edit the header of the column that specifies the date the current minimum period started. By default this column will be labeled 'Starting'.
End Date
This will allow you to edit the header of the column that specifies the date the current minimum period ends. By default this column will be labeled 'Ending'.