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Show Overview

This billing statement setting allows you to add an overview section summarizing billing details. Firms often include an overview for billing groups that have multiple billing definitions as a way of telling apart each billing definition.

When you select Show overview, you can use Available/Selected Rows to designate what billing data you want included.

Overview Sections and Page Breaks

Tamarac automatically adds a page break before each overview section when you select Show overview. As a result, if a billing group includes multiple billing definitions, the invoice shows each billing definition on its own page.

For example, the Baker Consolidated billing group has two billing definitions: 1% Quarterly and Preferred ETF Rebate. With the overview section included, each billing definition is displayed on its own page.

In some cases, you can use the {Billing Definition Description} merge field to shorten invoices by omitting the overview. For more information, see Shorten Billing Invoices with Merge Fields.

For more information about billing statements, see Billing Statements and Billing Statement Settings.