Use the Heading tab to specify the information to display in the heading portion of the statements.
Contents
Field | Description |
Print Statement Label
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Select this check box to display "Statement" as a boxed label in the upper left corner of each statement page.
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Print Firm Name
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Select this check box to include your firm’s name on the report. Firms that print statements on letterhead usually do not select
Print Firm Name.
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Address Start
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Specify the number of inches between the address in the statement heading and the body of the statement.
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Print Byline
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Select this check box to include your firm’s byline on the report. Firms that print statements on letterhead usually do not select
Print Byline.
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Print Address
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Select this check box to include your firm’s address on the statement. Firms that print statements on letterhead usually do not select
Print Address.
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Statement Addressee
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Select the addressee for the statements. The default setting for this option comes from the
Invoice Addressee field on the General tab of the Billing Setup form.
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Print Project Name
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Select this check box to display the project name near the top of the statement.
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Print Billing Terms Description
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Select this check box to display the project description near the top of the statement.
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Print Project Number in Heading
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Select this check box to display the project number in the heading near the top of the statement.
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Print Invoice Leading Zeros
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Select this check box to display leading zeros in invoice numbers. If you clear this check box, Vision removes leading zeros from invoice numbers on the statements.
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Print Country
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Select this check box to include the country in the client’s address. Most firms clear this check box if the clients to receive the statements are located in the same country as the company that sends the statements.
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Statement Header
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Enter any text that you want to display above the list of invoices on each statement.
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