Page layouts and envelope layouts created in the Statement Designer are used by being assigned on the Layouts tab for one or more statement templates. When the Enable Statement Designer Layouts check box is selected in Statement Setup, statements that are printed using statement templates that have page layouts and/or envelope layouts assigned will use the assigned layouts.

   To assign page layouts and/or envelope layouts to a statement template:

  1. In the Quick Launch, search for and select “Statement Templates.”

    ...or...

    From the Tabs3 Billing menu, select Statement | Statement Setup| Statement Templates.
  2. In the Template ID field, enter the statement template to which you want to assign page layouts. Or, click the button and select a statement template from the Statement Template Lookup window.
  3. On the Layouts tab, click the button next to the field for the part of the statement to which you want to assign a layout (e.g., Page 1), and select from the list of available layouts.
  4. Repeat Step 3 for each part of the statement to which you want to assign a page layout or envelope layout.
  5. Click the button or select File | Save to save your change to the statement template. Statements printed for clients who are assigned this statement template will now use the selected layout(s).