Selecting Folio Styles for Viewing, Printing
Selecting Folio Style and Currency Options
OPERA Cloud offers a variety of folio styles to select from when generating a Billing or AR folio.; folio styles determine the layout and details included on the folio.
All folio styles except the group folios generate the same customized folio template.
When the Multi-Language OPERA Control is active a language-specific folio template is generated based on the language specified in the profile of the Billing window or AR account.
You can exclude various folio styles from appearing for selection by setting the Exclude Folio Styles OPERA Control.
The default Billing and Post It folio style is determined by the Folio Style OPERA Control
For Accounts Receivable folios, the default folio style is determined by the Default AR Folio Style OPERA Control.
When the Multi-Currency OPERA Control is active you may also select a currency in which to generate the folio - charge and payment amounts will be converted according to the exchange rates setup. See Managing Currency Exchange Rates.
As part of the folio options, you can also enter a one-off message to include on the folio
Note:
Transaction codes that belong to the same subgroup will be grouped together and listed one after another, for the same date, on the Billing screen and Folio Styles 1, 9, 10, 11, 14, 16, 15, 19, 24, 27.Note:
For Folio Styles where payment transactions are not summarized in any way, the exchange rate information is displayed on the folio for Foreign Currency Cash Payments.Selecting Folio Print Options On the Folio Print pop-up
On the Folio Print pop-up
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Folio Style: Click to select a folio style from the list;
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Select a Folio Style
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Click Select Folio Style
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View in Currency: Click to select a currency from the list
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Select a currency
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Click Select
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Folio Text: Click to add folio-specific text to appear when generated
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Enter Folio1 and Folio2 (promotional or reference) message / text
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Click Save.
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Report Destination: Select a report destination
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Preview: Select to generate a PDF preview for printing
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Email to Print: Select to email to printer.
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Email: Select to email to a recipient
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Select email address from list or click New Email to enter an email address
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Download: Select to download PDF file
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Click Process.