Building statements in Gather has never been easier! Decide how you want to display packages on a statement of goods and services from these 3 different options:
All Details, List View
Some Details, Grouped View
No Details, Package Only
1️⃣ All Details, List View
This option allows you to show packaged items in full list view. All items within the package will show in their respective categories at full price. Any package Discount or Premium will be shown at the end after the items have been subtotaled and totaled.
Pro Tip: to lock all changes to a statement in place, you can freeze the statement. If you need to make edits to a statement, simply unfreeze the statement.
2️⃣ Some Details, Grouped View
This setting shows packaged items grouped at the beginning of the contract. All items will show as individual line items inside the package section and will not show their original category. The prices will be subtotalled discounted and totaled. If the included flag is on, they will only show the total.
Pro Tip: select the three dots next to any item on the statement to view item details, add notes, add discounts or premiums, and more.
3️⃣ No Details, Package Only
This option allows you to remove all packaged items from the contract and only show the package and package total in the top left.
If you'd like assistance configuring this option for all of your statements created in Gather, please email your account manager or call (208) 908-0488 ✅
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.