Invoices and Statements can be customized by adding a message.
Instructions
Statement Message
Admin Setup - To include message on all statements.
- Access Admin > Data Configuration > Accounting > Statement Message Reasons.
- Click the + icon.
- Complete the Statement Message Reasons fields.
- Click 'Save.'
- Log out and log in again.
Individual and/or Multiple Statements
- Access Accounting > Invoices > search for the invoice(s).
- Click the checkbox beside the invoice(s).
- In the Actions dropdown menu, select 'Print Statements.'
- In the Print Statements modal:
- Format: Click either PDF or XML.
- Due Date: Do not update this field.
- Message: Select the message from the dropdown menu; or, do not change from the Custom option. - Input the statement message.
- Mark as printed: Check or uncheck as appropriate and update the date field if necessary.
- See Example
- Click 'Print.' Note: The invoice must be Active to print a statement.
Invoice Message
Admin Setup - To include message on all invoices.
- Access Admin > General > Practice Preferences > Additional Preferences > Accounting > Invoice message.
- 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.
- Click 'Save.'
- Log out and log in again.