Custom Messages on Printed Statements

Overview

This tutorial will review how to include custom messages on printed statements.

There are two options when printing custom messages on printed statements, Lines and Frame.

The Frame option is best used for standardized text for the business that will remain the same regardless of the location (i.e. printing individually from the customer account or massively under Tools > Billing). Text entered with this option will be the same for all users.

The Frame option also has the benefit of almost unlimited characters and custom font adjustments (highlighting, bold, italics, different font styles and sizes, etc.)

The Lines option is best used for short messages that the user wants customized per user and location.

This option is limited in number of characters, alignment, and text size and style. Additionally, it is different for each printing location (location (i.e. printing individually from the customer account or massively under Tools > Billing).

Estimated Time to Complete – 10 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

<Video Coming Soon!>

Step-by-Step Guidance

Using the "Frame" Option

1. Navigate to any customer file > Account

2. Click Print

3. Ensure the option "Lines" is selected and "Print Messages on Statement" is selected

   

4. Click Edit

5. On the left side, type the text you would like to show on the statement

6. You can use the controls at the top of the form to adjust text size, style, and color.

7. Click Preview in the center of the form to view the text on an example statement.

8. Once the changes are made, click Save

9. Click Print to review and memorize the settings selection.

Using the "Lines" Option

1. Navigate to the location where text is needed. If it is when individually printing customer statements, go to a customer account. If it is when massively printing statements, go to Tools > Options > Billing > Statements > Print.

2. Once in the necessary location, click Print

3. Ensure the option "Lines" is selected and "Print Messages on Statement" is selected

   

4. Type the text in Message 1, 2, and or 3. You do not have to enter text in all 3 lines.

5. Ensure you click "Print" after typing the text so you can review the text and save the changes/updated text.

6. If you make any adjustments to the text, you must click Print to save the changes.

7. These settings are saved on a per location and per user basis.

8. If the changes were made from the Customer Account form, any Customer Account that user visits will remain with these settings.

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