Statement Info

Configure the transaction references that appear on Receivables statements. Under Settings, select Receivables, Configuration, and Statement info. Define reference fields for transaction types such as payments and credits.

Find the record type you want to customize, then select Edit from its menu. Choose the fields to include and set their character lengths. Add or remove fields, or restore the default settings.

After you configure statement references, use the steps in Add and Generate Client Statements to create client statements.