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Introduction
This document provides instructions for enabling discount and service charge messages on the Independent Statement.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Custom Configuration Editor and press enter.
The Custom Configuration Editor displays.
- Press Q to Query to perform a search.
- Ensure that the table below exists.
If the table does not exist.
- Type A to add a new record.
- Enter all the information as shown in the diagram below.
- Press Escape to save the data.
- Type E to exit.
If “STMT SRV CHRG MSG” is enabled, the character setting will print 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 customer)” will print on the statement if the below is enabled and the service charge is set to 1.5%. Otherwise “A SERVICE CHARGE WILL BE APPLIED ON ALL AMOUNTS OVER 30 DAYS (1.5% PER MONTH)” will print on the statement.
If “STMT DISCOUNT MSG” is enabled, the character setting will print on the statement in the discount message area. “Customized discount message.” will print on the statement if the above is enabled. Otherwise “DISCOUNT APPLIES ONLY TO PAYMENTS RECEIVED BY 10th OF MONTH” will print on the statement.
