Mailed Bill Elements

Mailed Bill Elements

The Mailed Bill Elements allows you to customize the appearance of the bills sent to your customers. You create an overlay for each item you want to appear on the bill. For example, if you want the billing address, barcode and a logo, you will create three different overlays. The process of building the overlay is simple and you can play with the positions of each item to get it to your liking.

When creating an overlay, you can apply several different elements to you bill. The following is a list of each element:

  • Billing Address – displays the billing or mailing address associated with the account.
  • Horizontal Line – allows you to create a solid line across your bill to divide the bill into parts.
  • Text – allows you to enter in your own text message.
  • Image – allows you to place an image within your bill, commonly used to insert your logo.
  • Statement Balance Summary – allows you to display a brief summary of the account.
  • Account Bar Code – allows you to place the account code printed as a barcode.
  • Account Overdue Status – displays the current status of the account
  • Account Closed Text – allows you to enter text for a closed account

Once you have decided which elements you want, you will need to decide where on the bill each item appears. The following is a list of element appearance options:

  • Page Range* – you can choose to have the element appear:
  • Within First Section – the element appears within the top section of the first page of the bill. This allows you to line up each element to appear in an envelope for mailing purposes.
  • Within Header – the element appears within the header of every page of the bill.
  • Every Page – the element appears on every page in the position you designate.
  • First Page – the element appears on the first page only.
  • Last Page – the element appears on the last page only.
  • All But First Page – the element appears on every page of the bill except the first page.
  • All But Last Page – the element appears on every page of the bill except the last page.

Once you decide on which page(s) the element appears on, you then designate the elements position on the page. CAIRS measures each of the positions in pixels allowing the appearance of the bill to be the same on different computer monitor sizes and screen resolutions. The following two positions choices are available:

  • Left Position* – designate the position where the element appears on the page from the left margin.
  • Top Position* – designate the position where the element appears on the page from the top margin.

You may have to try several different positions to get the correct page location.

As you, add elements into the report, the report auto-saves. At the same time, the preview window changes to display the elements that you just added.