Set Default Statement Style

By following this Article, you can set the Default Statement Style to be populated from the Accounts Tab of a Customer Record in FlexiBake. When generating Statements from the Accounting Tool, please follow Produce Statements for full instructions.

Set Default Statement Preferences.

1. With FlexiBake Open, navigate to Administration from the Top Menu Bar and select FlexiBake Preferences.
   
   
   
2. Select the Accounting tab and look for Statement Preferences.
   
   
   
3. Select one of the available Statement Styles from the dropdown, a brief description of the styles will follow.
   
   
   • Aged - Displays invoices and payments, discounts and credits that have been applied to that invoice in an oldest to newest format.
   • Non-Aged - Displays all transactions (invoices, discounts, credits, payments) in the sequence that they were created with a running balance.
   • Open Txs - Displays transactions that have not yet been exported.
     
     
4. If applicable, you may include your Company Logo on statements by checking the highlighted box.
   
   
   
5. When complete, press OK to save your changes. 
   

For more detailed explanations of the available statement styles, please see our article titled Which Statement Style is Best for Me?