Location-specific statements

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Development Project Status: Completed

Total cost estimate (ex-Tax): 
Due date for completion of this stage: 
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Public pledges can be made to this forum topic or email me directly by clicking here (link only works in the forum).
Development will not commence until fully funded.

Project description: 

NOTE: this project requires the "home practice" support provided by the Location-specific reminders project.

Statements are currently processed at the Practice level, which means that printed and emailed statements cannot have Location specific content.

To support Location specific content a Location filter will be added to Reporting|Statements that:

  • filters statements based on the selected location; and
  • provides a "No Location" option, to process customers that have no "home practice"; and
  • supports processing all statements, to support the current behaviour

Practices can then:

  • use letterhead according to the selected Practice Location
  • examine the customer's home practice within statement templates

When statements are emailed, the Location will be used to select a BILLING email address to reply to. If there is none for the Location, the Practice BILLING email address will be used.


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