A variety of standard renewal notice options are available. Although the presentation of most billing-related data is predetermined, many aspects can be customized.
For many of the available formats, the enlarged, bold title that appears at the top of the notice is user-defined within the Billing and Reminder Notices window (from Billing, select Set up module> Billing cycles, select a Cycle Name, and click ). You can also define a limited size (notice-specific) text area.
In addition to the Billing and Reminder Notice title and text options, you can customize other aspects of the renewal notice by entering instructions on the Report Specifications window (select Utilities> Report Specs).
Note: If changes are made on the Report Specifications window, you must make the changes on a cloned copy of the standard report. This step is required to make the changes permanent.
The types of changes that can be made on the Report Specifications window include the following:
Note: There is no provision for merge fields in the Billing and Reminder Notices text.
Note: Crystal Report parameters should not be deleted from a report as the majority of them are necessary to run the report. The preferred method for building reports is to clone your existing report specifications, which automatically copies the report parameters.
10.6 Production Release. Updated 7/20/2005 2:04:56 PM
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