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. In the Actions dropdown menu, select 'Print Statements.'
4. 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
5. Click 'Print.' 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 > Invoice message.
2. 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.
3. Click 'Save.'
4. Log out and log in again.