Click here to view the Statements and Month End menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact contact us.

Introduction

This document provides instructions for enabling discount and service charge messages on the Independent Statement.

Procedure

From the Optifacts main menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.Type

Select Option 6 – Custom Configuration Editor and press enterEnter.

The Custom Configuration Editor displays.

• Press Q “Q” to Query to perform a search.
• Ensure that the table below exists.

If the table does not exist.

:

• Press “A” - Add a new record.
• Enter all the information, as shown in the diagram below.
• Press Escape, to save the data.
• Type E Press “E” to exit.

If “STMT SRV CHRG MSG” is enabled, the character setting will print Character Setting prints on the statement in the service charge message area. “This is my service charge message. (1.5% PER MONTH over whatever is configured for the customeris an example)” will print prints on the statement if the below is enabled and the account service charge is set to 1.5%. Otherwise, “A SERVICE CHARGE WILL BE IS APPLIED ON ALL AMOUNTS OVER 30 DAYS (1.5% PER MONTH)” will print prints on the statement.Image Removed

Image Added

If “STMT DISCOUNT MSG” is enabled, the

Character Setting prints on the statement in the discount message area. “Customized discount message.”

prints on the statement if the above is enabled.  Otherwise, “DISCOUNT APPLIES ONLY TO PAYMENTS RECEIVED BY 10th OF MONTH”

prints on the statement.

Image Removed

Image Added

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.