Objective: Create a customized statement template for overdue accounts and generate a batch of statements.
1. Clone Template: Go to Utilities > Customization > Templates. Select Client Balance Due Statement. Select the default and click Clone. Name it “Past Due Notice”.
2. Edit Text: In the HTML editor, find the header area and type “PAST DUE NOTICE” in bold, red text (if you know HTML) or simply add the text “PLEASE REMIT PAYMENT IMMEDIATELY” at the top. Click Save.
3. Generate Report: Go to Reports > Accounts Payable/Receivable > Client Balance Due Statement.
4. Select Open Items: Choose Open Items Only under Statement Type.
5. Select Template: In the generated list window, locate the Template dropdown and select your new “Past Due Notice” template.
6. Preview: Click the PDF icon next to a client with a balance to preview how your new template looks with live data.