Statement Layout Designer

Statement of account
Statement Layout Designer

This is the template that is used when you select to print a Statement of Account from the PPS Accounts screen. It is possible to change the basic layout of the statement to use a more preferred font(s), and include a companies own practice logo if required.

The user will need to be careful of the type of changes that they make to the layout, as incorrect changes to the layout can cause statement printing to fail. In this case they may have to revert back to the original layout and try making your changes again.

The initial Statment of Account Layout Designer screen allows the user to either select to modify the layout, choose a logo for the Statement of Account itself, or revert to the default layout. There is another option on the PPS Tools menu in 'Set up PPS Letterhead'. This option can be used to enter a practice name/address/contact details without the need to change the Statement layout using the layout designer.
 

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