Mailed Bill Elements

 Creating a New Bill Overlay

 Adding Text to a Bill Overlay

 Adding an Image to a Bill

 Deleting an Element

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The Mailed Bill Elements allows you to customize the appearance of the bills sent to your customers. You create an overlay for each item you want to appear on the bill. For example, if you want the billing address, barcode and a logo, you will create three different overlays. The process of building the overlay is simple and you can play with the positions of each item to get it to your liking.

When creating an overlay, you can apply several different elements to you bill. The following is a list of each element:

·        Billing Address – displays the billing or mailing address associated with the account.

·        Horizontal Line – allows you to create a solid line across your bill to divide the bill into parts.

·        Text – allows you to enter in your own text message.

·        Image – allows you to place an image within your bill, commonly used to insert your logo.

·        Statement Balance Summary – allows you to display a brief summary of the account.

·        Account Bar Code – allows you to place the account code printed as a barcode.

·        Account Overdue Status – displays the current status of the account

·        Account Closed Text – allows you to enter text for a closed account

Once you have decided which elements you want, you will need to decide where on the bill each item displays. The following is a list of element appearance options:

·        Page Range* – you can choose to have the element appear:

·        Within First Section – the element displays within the top section of the first page of the bill. This allows you to line up each element to appear in an envelope for mailing purposes.

·        Within Header – the element displays within the header of every page of the bill.

·        Every Page – the element displays on every page in the position you designate.

·        First Page – the element displays on the first page only.

·        Last Page – the element displays on the last page only.

·        All But First Page – the element displays on every page of the bill except the first page.

·        All But Last Page – the element displays on every page of the bill except the last page.

Once you decide on which page(s) the element displays on, you then designate the elements position on the page. Cairs.net measures each of the positions in pixels allowing the appearance of the bill to be the same on different computer monitor sizes and screen resolutions. The following two positions choices are available:

·        Left Position* – designate the position where the element displays on the page from the left margin.

·        Top Position* – designate the position where the element displays on the page from the top margin.

You may have to try several different positions to get the correct page location. 

As you, add elements into the report, the report auto-saves. At the same time, the preview window changes to display the elements that you just added.

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1.      Click the System Admin menu.

2.      In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements

3.      There are two ways to add an Billing Report Element:

·        Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Billing Report Element.

·        Within the Actions pane, click the Globally Manage Billing Report Elements link.

4.      With either option, the Billing Report Elements Global Management window opens. Within the top pane, complete the following overlay information (required fields are marked with an asterisk (*)):

·        Overlay Name – type the new overlay name, for example, Address, Barcode, etc.

·        Element Type* – click the drop-down arrow to access a list and from the list, select one of the following options:

·        Billing Address – enters the billing address associated with the account number.

·        Horizontal Line – depending on the position, length, and thickness you designate, a horizontal line is drawn on the bill. Generally, you use this to separate bill sections.  

·        Text – select to enter your own text into a portion of the bill.

·        Image – select to enter in an image, for example, a logo, map, etc.

·        Statement Balance Summary – select to display a brief summary of the bill charges.

·        Account Bar Code – select to display the account number printed in barcode.

·        Page Range* – click the field to access a drop-down list and from the list, select one on the following options:

·        Within First Section – the element displays in the top section of the first page of the bill, allowing you to line the element up with an envelope for mailing purposes.

·        Within Header – the element displays within the header of every page of the bill.

·        Every Page – the element displays on every page in the designate position.

·        First Page – the element displays on the first page only.

·        Last Page – the element displays on the last page only.

·        All But First Page – the element displays on every page of the bill except the first page.

·        All But Last Page – the element displays on every page of the bill except the last page.

·        Left Position* – type a number to have cairs.net place the element that many pixels from left margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.

·        Top Position* – type a number to have cairs.net place the element that many pixels from top margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.

·        Line Length – type a number to have cairs.net draw a solid line across the bill (try typing in 530, this should make the line go all the across the paper.).

·        Line Thickness – type a number representing the line thickness (start with a 1 in this field and go up from there to gauge the thickness)

·        Element Inclusion Start Date – click the drop-down arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·        Element Inclusion End Date - click the drop-down arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

5.      As you add elements into the Billing Report Elements pane, the Preview pane changes to displays the elements added.

6.      Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

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1.      Click the System Admin menu.

2.      In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements

3.      There are two ways to add an Billing Report Element:

·        Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Billing Report Element.

·        Within the Actions pane, click the Globally Manage Billing Report Elements link.

4.      With either option, the Billing Report Elements Global Management window opens. Within the top pane, select Text as the Element Type.

5.      Within the Text (lower left hand corner) pane, type your text message as it will appear on the bill.

6.      Complete the following fields to position the text on the bill.

·        Page Range* – click the field to access a drop-down list and from the list select one on the following options:

·        Within First Section – the text displays in the top section of the first page of the bill.

·        Within Header – the text displays within the header of every page of the bill.

·        Every Page – the text displays on every page in the position that you designate.

·        First Page – the text displays on the first page only.

·        Last Page – the text displays on the last page only.

·        All But First Page – the text displays on every page of the bill except the first page.

·        All But Last Page – the text displays on every page of the bill except the last page.

·        Left Position* – type a number to have cairs.net place the element that many pixels from left margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.

·        Top Position* – type a number to have cairs.net place the element that many pixels from top margin, start with a one in this field to gauge where on the page the information displays, you can always change it later.

·        Text – you can type your text here or in the Text pane.

·        Font Name, Size and Style – within the Billing Report Element Actions ribbon group, click on the Change Font button to access the Font pop-up opens. Make any necessary changes to the font, style or size, when complete click on the OK button. The names of your selections appear in the fields. Alternatively, you can type the font name and size into the fields. Within the Font Style field, type one of the following styles: Regular, Bold, Italic, Underline, Strikeout.

·        Element Inclusion Start Date – click the drop-down arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·        Element Inclusion End Date - click the drop-down arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

7.      Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

Top of Page

1.      Click the System Admin menu.

2.      In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements

3.      There are two ways to add an Billing Report Element:

·        Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. From the list, select Billing Report Element.

·        Within the Actions pane, click the Globally Manage Billing Report Elements link.

4.      With either option, the Billing Report Elements Global Management window opens. Within the top pane, select Image as the Element Type.

5.      Within the Image Attachment ribbon group, click the Attach Image button.

6.      The Select the image file to attach window opens. Browse to the location of the file and once found, highlight the file name. Click the Open button.

7.      The image displays in the pane on the lower right hand corner.

8.      Complete the following fields to position the image on the bill:

·        Page Range – click the field to access a drop-down list and from the list select one on the following options:

·        Within First Section – the image displays in the top section of the first bill page.

·        Within Header – the image displays within the header of every bill page.

·        Every Page – the image displays on every page in the designated position.

·        First Page – the image displays on the first page only.

·        Last Page – the image displays on the last page only.

·        All But First Page – the image displays on every page of the bill except the first page.

·        All But Last Page – the image displays on every page of the bill except the last page.

·        Left Position – type a number to have cairs.net place the image that many pixels from left margin.

·        Top Position – type a number to have cairs.net place the image that many pixels from top margin.

·        Element Inclusion Start Date – click the drop-down arrow to access a calendar, from the calendar select the first date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

·        Element Inclusion End Date - click the drop-down arrow to access a calendar, from the calendar select the last date to include the element within the report. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

9.      Within the Actions ribbon group, click the Close button to return to the Billing Report Elements list.

Top of Page

1.      Click the System Admin menu.

2.      In the Navigation pane, click the plus sign (+) next to System Setting. Click Billing Report Setup then Mailed Bill Elements

3.      Within the Actions pane, click the Globally Manage Billing Report Elements link. This opens the Billing Report Elements Global Management window.

4.      Within the Billing Reports Elements pane, right-click on the record selector box (located just left of the Overlay name) and from the pop-up box, click Delete.

5.      Once you click Delete, a message box displays verifying that you really want to delete the element. Click Yes within the box to continue or No to cancel the operation.

Once selected, cairs.net draws a line through the element allowing you to delete multiple elements at once.

6.      If you do not want to delete the element, right-click the record to access a pop-up menu. From the pop-up, click Undelete.

7.      Once you select Undelete, a message box displays verifying that you really want to keep the element. Click Yes within the box to continue or No to cancel the operation.

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