They found the 'with matching' version confusing as it shows how the payment was applied rather than the actual pmt amount (if that makes sense). I am happy with the 'no matching' version and I think customers will be happier with it too although we haven't sent it out yet because I am finishing up the changes to the form.

When you say 'use the optional fields' (that was part of this thread), the optional fields are not included in the recurring charge set-up are they?

I don't want to use the description field as that is used more for our purposes and customers don't need to see what is added there. We do use the document number but that is the unique identifier for the transaction, isn't it, so we couldn't ever put the same thing in there such as "Payment on account". We do enter chq number sometimes in that field but you also need to keep the system generated number since it has to be unique and we could easily have duplicate chq numbers from different customers.

I really like the payment method field, I have added that to our customer statements.