The School-Configurable "AR Invoice" Document

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If your school is interested in more information about the school-configurable "AR Invoice Document" document, please contact your account manager.

Overview

The school-configurable "AR Invoice Document" allows schools to configure their AR Invoice document in a variety of ways, including the ability to configure specific fields, information, and layouts.

NOTE: Some schools still may have custom AR Invoice documents, if you are interested in switching from custom to configurable, please contact your account manager.

Design

The new school-configurable "AR Invoice Document" is the result of extensive analysis. We analyzed the AR Invoice documents currently in use by a representative sample set of 50 Veracross schools in order to identify the key data points and design elements critical to creating an effective AR Invoice. Pairing those two items with the common adjustment requests our document engineers receive allowed us to build a set of school-configurable parameters that enable schools to take control of their documents - no VC engineer required.

The school-configurable "AR Invoice Document" document is built on the new Document Layouts architecture, allowing Axiom users to configure and manage multiple versions or layouts of the document for different use cases. Read more about document layouts here.

Parameters List

Below is a comprehensive list of the document layout configuration parameters available for the school-configurable "AR Invoice Document". Parameters are listed as they appear in Axiom.

Parameter	What it does	Possible Values
Show Logo	Toggles the display of the logo image	0 (hide) 1 (show)
Logo Width	Designates the size of the logo image in pixels (maintains the aspect ratio of source image)	Integers (120 is standard)
Show School Name	Toggles the display of the school name	0 (hide) 1 (show)
School Name	Designates the value displayed on the school name line	Characters
Show School Address and Phone	Toggles the display of the school address and phone number	0 (hide) 1 (show)
School Address	Designates the text displayed for school address	Characters
School Phone	Designates the text displayed for the school phone number	Characters
Show Custom Report Title	Toggles the display of the custom report title	0 (hide) 1 (show)
Show Dynamic Report Title	Designates the text displayed for school website (displayed on the same line as school phone, separated by a pipe)	0 (hide) 1 (show)
Custom Report Title	Designates the text displayed for the Custom Report Title when it is displayed	Characters
Show School Tax ID	Toggles the display of the grading period value in the header	0 (hide) 1 (show)
School Tax ID	Designates the text displayed for the school tax ID	Characters
Show Billing Salutation	Overrides the standard document title displayed	0 (hide) 1 (show)
Billing Salutation	Designates the format used for billing salutation to be displayed	Options Formal Informal Informal_short
Show Billing Address	Designates the text displayed for the print date value label	0 (hide) 1 (show)
Show ID Table	Toggles the display of the ID Table	0 (hide) 1 (show)
Show Student ID	Toggles the display of the Student ID	0 (hide) 1 (show)
Show Student Grade Level	Designates the text displayed for the student grade level	0 (hide) 1 (show)
Show Homeroom	Toggles the display of the Homeroom	0 (hide) 1 (show)
Show Household ID	Toggles the display of the Homeroom ID	0 (hide) 1 (show)
Show Household Name	Toggles the display of the Household Name	0 (hide) 1 (show)
Show Organization ID	Toggles the display of the Organization ID	0 (hide) 1 (show)
Show Organization Name	Toggles the display of the Organization Name	0 (hide) 1 (show)
Show Account Balance Table	Toggles the display of the account balance table	0 (hide) 1 (show)
Show Statement Date	Toggles the display of the Statement Date	0 (hide) 1 (show)
Show Invoice Number	Toggles the display of the invoice number	0 (hide) 1 (show)
Statement Date	Designates what data the statement date will display	1 (statement date) 2 (today's date) 3 (due date) 4 (invoice date)
Show Academic Year	Toggles the display of the academic year	0 (hide) 1 (show)
Show Payment Plan	Toggles the display of the payment plan	0 (hide) 1 (show)
Show Account Balance	Toggles the display of the account balance	0 (hide) 1 (show)
Show Current Amount Due	Toggles the display of the current amount due	0 (hide) 1 (show)
Show Detach Line	Toggles the display of a detach line	0 (hide) 1 (show)
Show Account Summary Table	Toggles the display of the account summary table	0 (hide) 1 (show)
Show Charges	Toggles the display of the charges	0 (hide) 1 (show)
Charges Table Title	Designates the text displayed for the Charges Table Title	Characters
Charges Table Date Column Label	Designates the text displayed for the Charges Table Date Column Label	Characters
Show Student ID in Charges Table	Toggles the display of the Student ID in Charges Table	0 (hide) 1 (show)
Show Student Grade Level in Charges Table	Toggles the display of Student Grave Level in Charges Table	0 (hide) 1 (show)
Show Item Date in Charges Table	Toggles the display of the Item Date in the Charges Table	0 (hide) 1 (show)
Show Due Date in Charges Table	Toggles the display of the due date in the Charges Table	0 (hide) 1 (show)
Show Balance Forward Amount	Toggles the display of the balance forward amount	0 (hide) 1 (show)
Show Payments Table	Toggles the display of the payments table	0 (hide) 1 (show)
Payments Table Title	Designates the display of the Payments Table Title	Characters
Show Payment Description	Toggles the display of the payment description	0 (hide) 1 (show)
Show Payor Name	Toggles the display of the Payor Name	0 (hide) 1 (show)
Show Payment Type	Toggles the display of the Payment Type	0 (hide) 1 (show)
Show Check Number	Toggles the display of the Check Number	0 (hide) 1 (show)
Show Payment Amount	Toggles the display of the Payment Amount	0 (hide) 1 (show)
Show Payment Full Receipt Amount	Toggles the display of the Payment Full Receipt Amount	0 (hide) 1 (show)
Show Unapplied Deposits and Payments	Toggles the display of the unapplied Deposits and Payments	0 (hide) 1 (show)
Show Aging Table	Toggles the display of an Aging Table	0 (hide) 1 (show)
Show Footer Text	Toggles the display of the footer text	0 (hide) 1 (show)
Footer Text	Designates the text displayed for the Footer Text	Characters
Show Invoice Memo	Toggles the display of the print date in the header	0 (hide) 1 (show)
Color	Designates the color that fills in the major areas	Hex Color
Text Color	Designates the color for the text	Hex Color
Important Color	Designates the color for important text fields	Hex Color

The Unapplied Deposits/Payments field will display unapplied CR Headers that match the household/invoice type on the invoice. Additionally, the unapplied CR Header will display in that field where the school year on the CR Header is less than or equal to the school year of the invoice.