The Tools menu contains additional utilities to further manage your accounts.
You can perform the following functions:
- Undo Account Aging: This option enables you to undo the aging of an account until and unless a transfer has not occurred.
- Refresh Balance: This option enables you to view the balance in customer’s account once the payment has been made.
- Statement Page Settings: This option enables you to change the page setting of customers account statement.
Undo Account Aging
You can use this option to undo account aging.
NOTE
You can undo aging only if the customer transfer has not taken place.
To undo account aging:
1. In the RPM menu, click Customers and then click Account Management.
The All Accounts screen is displayed.
2. Select Tools and then select Undo Account Aging.
3. On the Confirmation message, select Yes twice.
The account aging will be undone.
Refresh Balance
If you wish to view the balance of a customer’s account after a payment has been made, select Refresh Balances from the Tools menu.
Statement Page Settings
The printing layout of a statement of a customer’s account can be changed cosmetically. This setting applies to all customers.
The Statement Page Settings option allows you to:
- Include or exclude certain fields
- Set the margins of each fields
- Set the font and alignment of fields
To set the statement page:
1. In the RPM menu, click Customers and then click Account Management.The All Accounts screen is displayed.
2. Select Tools and then select Statement Page Settings.The Statement Page Setting dialogue is displayed.
| Controls | Description |
|---|---|
| Left (mm) | The left alignment of the page in millimetres. |
| Top (mm) | The top alignment of the page in millimetres. |
| Width (mm) | The column width of each field in millimetres. |
| Height (mm) | The column height of each field in millimetres. |
| Font | The font style and size of the text used in the statement. Use the … button to change the font and size. |
| Alignment | The alignment of the text in the fields (left, right or centre). |
| Visible | Select the fields which should be visible in the statement. |
3. Select OK to save the changes.The page setting will be saved.
