Statement Info

Note: With the read-only Preview for Receivables now complete, we're releasing related features in web view in small, usable increments. The first option to release under Receivables, Settings is the ability to edit statement info. Look for additional settings in a future release.

Under Receivables, Settings, Configuration, select Statement info to view and edit custom transaction references to use on statements. You can define reference info for all receivables transaction types, such as payments and credits.

Search for and view the list of record types. To customize, select Edit from the menu of a record type, then specify the fields (and length values) to include. You can add or remove fields as necessary or revert to the original defaults.