Alter the statement template

TABLE OF CONTENTS

• Introduction
• Alter the Statement template

Introduction

If elements of your Statement do not appear in the correct place, or you would like to alter the appearance, you can either raise a case in Engage Help to have the Engage Reports team alter your Statement template (recommended but may be a chargeable service), or you can access the template yourself from the Print Statements screen.

Alter the Statement template

1. Go to Fees>Debtor Management>Print Statements.
2. In the main grid select any contact.
3. In the Filter Criteria pane, select the Edit Statement.
4. This will open the mrt – Designer window.
5. Make your required changes to the template then save and close.
6. The changes should now appear on the statements produced.

Note: Do not attempt to alter your templates unless you are confident of what you are doing. If you amend your template yourself and later need the Engage Reports team to repair your templates, you may incur a charge.

For more information on working with Statements, please see the Engage Fees Collections guide, Debtor Management section.