Modifying Mailed Bill Elements

Creating a New Bill Overlay

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements
  3. There are two ways to add an Billing Report Element:
    • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Billing Report Element.
    • Within the Actions pane, click the Globally Manage Billing Report Elements
  1. With either option, the Billing Report Elements Global Management window opens. Within the top pane, complete the following overlay information (required fields are marked with an asterisk (*):
    • Overlay Name – type-in the new overlay name, for example, Address, Barcode, etc.
    • Element Type* – click the dropdown arrow to access a list and from the list, select one of the following options:
    • Billing Address – enters the billing address associated with the account number.
    • Horizontal Line – depending on the position, length and thickness you designate, a horizontal line is drawn on the bill. Generally, you use this to separate bill sections.
    • Text – select to enter your own text into a portion of the bill.
    • Image – select to enter in an image, for example, a logo, map, etc.
    • Statement Balance Summary – select to display a brief summary of the bill charges.
    • Account Bar Code – select to display the account number printed in barcode.
    • Page Range* – click the field to access a dropdown list and from the list, select one on the following options:
    • Within First Section – the element appears in the top section of the first page of the bill, allowing you to line the element up with 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 designate position.
    • 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.
    • Left Position* – type-in a number to have CAIRS place the element that many pixels from left margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.
    • Top Position* – type-in a number to have CAIRS place the element that many pixels from top margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.
    • Line Length – type-in a number to have CAIRS draw a solid line across the bill (try typing in 530, this should make the line go all the across the paper.).
    • Line Thickness – type-in a number representing the line thickness (start with a 1 in this field and go up from there to gauge the thickness)

To learn more about the Text and Font Fields please see the Adding Text to a Bill Overlay section. To learn more about inserting an image, please see Adding an Image to a Bill.

    • Element Inclusion Start Date – click the dropdown arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
    • Element Inclusion End Date – click the dropdown arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
  1. As you add elements into the Billing Report Elements pane, the Preview pane changes to displays the elements added.
  2. Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

Adding Text to a Bill Overlay

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements
  3. There are two ways to add an Billing Report Element:
    • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Billing Report Element.
    • Within the Actions pane, click the Globally Manage Billing Report Elements
  1. With either option, the Billing Report Elements Global Management window opens. Within the top pane, select Text as the Element Type.
  2. Within the Text (lower left hand corner) pane, type-in your text message as it will appear on the bill.
  3. Complete the following fields to position the text on the bill.
    • Page Range* – click the field to access a dropdown list and from the list select one on the following options:
    • Within First Section – the text appears in the top section of the first page of the bill.
    • Within Header – the text appears within the header of every page of the bill.
    • Every Page – the text appears on every page in the position that you designate.
    • First Page – the text appears on the first page only.
    • Last Page – the text appears on the last page only.
    • All But First Page – the text appears on every page of the bill except the first page.
    • All But Last Page – the text appears on every page of the bill except the last page.
    • Left Position* – type-in a number to have CAIRS place the element that many pixels from left margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.
    • Top Position* – type-in a number to have CAIRS place the element that many pixels from top margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.
    • Text – you can type-in your text here or in the Text pane.
    • Font Name, Size and Style – within the Billing Report Element Actions ribbon group, click on the Change Font button to access the Font pop-up opens. Make any necessary changes to the font, style or size, when complete click on the OK button. The names of your selections appear in the fields. Alternatively, you can type in the font name and size into the fields. Within the Font Style field, type-in one of the following styles: Regular, Bold, Italic, Underline, Strikeout.
    • Element Inclusion Start Date – click the dropdown arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
    • Element Inclusion End Date – click the dropdown arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
  1. Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

Adding an Image to a Bill

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements
  3. There are two ways to add an Billing Report Element:
    • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Billing Report Element.
    • Within the Actions pane, click the Globally Manage Billing Report Elements
  1. With either option, the Billing Report Elements Global Management window opens. Within the top pane, select Image as the Element Type.
  2. Within the Image Attachment ribbon group, click the Attach Image
  3. The Select the image file to attach window opens. Browse to the location of the file and once found, highlight the file name. Click the Open
  4. The image appears in the pane on the lower right hand corner.
  5. Complete the following fields to position the image on the bill:
    • Page Range – click the field to access a dropdown list and from the list select one on the following options:
    • Within First Section – the image appears in the top section of the first bill page.
    • Within Header – the image appears within the header of every bill page.
    • Every Page – the image appears on every page in the designated position.
    • First Page – the image appears on the first page only.
    • Last Page – the image appears on the last page only.
    • All But First Page – the image appears on every page of the bill except the first page.
    • All But Last Page – the image appears on every page of the bill except the last page.
    • Left Position – type-in a number to have CAIRS place the image that many pixels from left margin.
    • Top Position – type-in a number to have CAIRS place the image that many pixels from top margin.
    • Element Inclusion Start Date – click the dropdown arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
    • Element Inclusion End Date – click the dropdown arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.
  1. Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

Deleting an Element

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements
  3. Within the Actions pane, click the Globally Manage Billing Report Elements This opens the Billing Report Elements Global Management window.
  4. Within the Billing Reports Elements pane, right click on the record selector box (located just left of the Overlay name) and from the pop-up box, click Delete.
  5. Once you click Delete, a message box appears verifying that you really want to delete the element. Click Yes within the box to continue or No to cancel the operation.
  6. Once selected, CAIRS draws a line through the element allowing you to delete multiple elements at once.
  7. If you do not want to delete the element, right-click the record to access a pop-up menu. From the pop-up, click Undelete.
  8. Once you select Undelete, a message box appears verifying that you really want to keep the element. Click Yes within the box to continue or No to cancel the operation.