{"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":"2023-12-04T13:07:50","modified_gmt":"2023-12-04T21:07:50","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 RB 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 RB 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 RB 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, you can customize the email that accompanies statements. Similarly to invoice emails set up in Billing preferences, you can change the default text in the Subject and Message fields and insert contextual data fields, so that real data from RB related to the billed contact and firm merge into the email automatically.\u00a0You can also customize the appearance of the body of the emails with text formatting, colors, images, hyperlinks, and tables.<\/p>\n<p>The statement\u00a0itself will attach to the email as a PDF.\u00a0And you can override the defaults set here in any statement\u00a0emails sent from RB.<\/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>RB 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}]}}