Custom Invoice and Statement Message

Invoices and Statements can be customized by adding a message.

Instructions

Statement Message

Admin Setup - To include message on all statements.

1. Access Admin > Data Configuration > Accounting > Statement Message Reasons.
2. Click the + icon. 
3. Complete the Statement Message Reasons fields.
4. Click 'Save.'
5. Log out and log in again.

Individual and/or Multiple Statements

1. Access Accounting > Invoices > search for the invoice(s). 
2. Click the checkbox beside the invoice(s).
3. Click 'Print Statements.'
4. In the Statements Message field, select the appropriate custom message, and complete all other necessary fields.
5. Click 'Print Statements.' Note: The invoice must be Active to print a statement. 

Invoice Message

Admin Setup - To include message on all invoices.

1. Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
2. Click 'Edit.'
3. Within "Invoice message," type the message to be included on all invoices. Note: The message input into this area will now display on all historical invoices.
4. Click 'Update.'
5. Log out and log in again.