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Statements – Setup – Account
Prior to running statements for the first time, you need to setup a ‘Statement letter template’, which is used to generate the statements. The template is setup using a built-in text editor, where you can setup the statement in any format you like. You use keywords, which are used to look up data for the accounts.
Acceptable keyword fields for use in statements are:
| [account_number] |
| [account_name] |
| [parent_account_number] |
| [sub_account_number] |
| [collector_email] |
| [collector_name] |
| [collector_phone] |
| [account_ageing_1] |
| [account_ageing_2] |
| [account_ageing_3] |
| [account_ageing_4] |
| [account_ageing_5] |
| [account_ageing_6] |
| [account_ageing_7] |
| [account_ageing_8] |
| [account_ageing_9] |
