Setting up Statement Templates
ValBiz Enterprise has many different Statement templates for you to choose from. This process describes how to choose the ValBiz™ Statement template that best suits your business requirements. Then you can enter a comment that you wish to appear on you statement.
The first step is to view all the sample templates; there are many to choose from.
Statement Templates (Current)
If you do not wish to use any of the current templates available then a new template can be built for you based on your own requirements.
New templates incur a development fee of $300 plus GST. This development fee covers the introduction of the changes to an original ValBiz template which you specify to us. Please see our Template Change Request Agreement which has more details about the process and what is required from you.
You can contact the Headway office on 0800 644 544 for further information.
Selecting Your Statement Template No.
Select your statement no under the constants tab on the Company Details Screen:
Constants Tab
1. Statement Format
Select the invoice template that you require, there are many options which can be viewed via the link above.
The process to produce any of the reports is very similar. Here's an example for producing statements.
2. Entering your comment to appear on Debtor Statements
Enter your comment under the constants tab on the Company Details Screen:
3. Batch Running Your Company Statements
Pressing the Debtors/Statements button gives you a standard report criteria screen. Decide how you want the reports output to be ordered, change the range of clients you are running the report for if you wish, then press Print to produce the report. Tick preview if you want to see it first.
Note that the Export box can be ticked to send a formatted copy of this report straight into Excel, (in case you want to e mail it to someone or further analyze the figures.
A Filter button is provided for specifying other more advanced criteria, this works in the same way as the ValBiz™ Generic Search tool. See the ValBiz™ Professional training manual for more information.