{"id":2874,"date":"2020-11-21T14:15:22","date_gmt":"2020-11-21T22:15:22","guid":{"rendered":"https:\/\/www.omtiblog.com\/reporterbase101\/?p=2874"},"modified":"2026-06-11T12:14:44","modified_gmt":"2026-06-11T19:14:44","slug":"receivables-system-preferences","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/setup\/receivables-system-preferences\/","title":{"rendered":"Set preferences for receipts &#038; statements"},"content":{"rendered":"<h6>Lesson #134<\/h6>\n<h5>Setup \u2013 System Preferences function<\/h5>\n<h2>Receivables System Preferences<\/h2>\n<p><strong>Set the subject line for payment receipts. Choose a statement template based on your company\u2019s payment options, and set other statement options.<\/strong><\/p>\n<h3>Payment Receipt<\/h3>\n<p>Enter default text and RB9 data fields into the subject line for receipts you send clients for payments received. (Set up receipt forms in <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/tools\/form-templates\/\">Form Templates<\/a>.)<\/p>\n<h3>Statement<\/h3>\n<p>Before sending statements to clients, choose your default statement template plus other invoice options, and customize the email that accompanies statements. You can also customize which colors are used to color code open-invoice listings on statements by invoice age. These choices are system-wide.<\/p>\n<p>You have 4 statement templates to select from:<\/p>\n<ul>\n<li>Standard RB9 statement with a remittance section at the bottom of the statement<\/li>\n<li>Statement without a remittance section<\/li>\n<li>Statement with\u00a0a credit card payment section that accepts\u00a0American Express, MasterCard, and Visa<\/li>\n<li>Statement that accepts only MasterCard and Visa<\/li>\n<\/ul>\n<p>You can also have RB9 automatically include both the client firm\u2019s main phone number &amp; fax number (if they have one) below the address on printed statements.<\/p>\n<p>If you email clients their statements, they will be PDF attachments to the emails. \u00a0You can customize the email that accompanies statements. Change the default text in the Subject and Message fields and insert contextual data fields, so that real data from RB9 related to the billed contact and firm merge into the email automatically. You can also customize the appearance of the body of the emails with text formatting, colors, images, hyperlinks, and tables.<\/p>\n<p>You can create more than one customized email for this purpose and select the one you plan to use most often as the default. When sending these emails, you can choose a different email template from the default. You can also edit an email before sending it.<\/p>\n<p>Color code the age of invoices listed on statements to help older invoices stand out. You select which colors to use for different time periods (over 30\u2013over 180). You can export the list as an <em>Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n<p><strong>TL;DR: Customize the subject line of payment receipts, and set up templates for your company\u2019s statements and the accompanying emails.<\/strong><\/p>\n<h4>RB9 concepts in this lesson<\/h4>\n<p><strong>Bill To Contact:\u00a0<\/strong>The contact responsible for paying the invoice for a job.<\/p>\n<p><strong>Bill To Firm:<\/strong> The firm responsible for paying the invoice for a job.<\/p>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n<p><strong>Firm:<\/strong>\u00a0Company you do business with.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customize the subject line of payment receipts, and set up templates for your company\u2019s statements and the accompanying emails <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/setup\/receivables-system-preferences\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,31],"tags":[228,236,3,22,32,134],"class_list":["post-2874","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-setup","tag-emailed-lesson","tag-rb9-lite","tag-rb9-standard","tag-receivables","tag-setup","tag-system-preferences"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/2874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=2874"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/2874\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=2874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=2874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=2874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}