The following instructions are to include a custom message on multiple statements.
Instructions
- Access Accounting > Invoices > search for the invoices.
- Click the checkbox at the top of the column to select all invoices, or click the checkboxes for multiple statements. Note: The invoices must be Authorized to print statements.
- 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, and input the statements' message.
- Mark as printed: Check or uncheck as appropriate and update the date field if necessary.
- See Example
- Click 'Print.'