The Statement Template Options window allows you to change statement templates or billing options for the current statement run only. Any changes selected apply to all clients specified for the statement run. The tabs in the Statement Template Options window are essentially identical to the tabs in the Statement Templates window.

When the Statement Template Options window is first accessed, all options appear dimmed.

Select Template The Select Template button can be used to specify a different statement template for the statement run. This button will display a Select Statement Template dialog box allowing you to specify the desired statement template.
Select Option The Select Option button can be used in order to specify one or more statement options to change. This button will display the Select Billing Options to Change dialog box.

After selecting which options you want changed, the options will be available to change.

Tips: If you want options changed for future statements, you must edit the statement template(s) using the Statement Templates window.

If you want different templates assigned to clients, you can edit the Draft Template and Final Template designated for the client on the Statement Options tab of the Client file. Or, you can use the Change Client Options program to quickly change the designated statement templates for multiple clients.

Click OK to save any template options specified and return to the Options tab. 

Click Cancel to discard any changes to template options and return to the Options tab.

Note: If any template options are specified, the text "Override Defined" is displayed next to the Statement Template button.