Configure Estimate Statement Design

Configure the design of the estimate statement(user print). You are able to edit the wording of both user-print statement types. However, the Enhanced Statements type provides you with complete control of the look and feel of your statements.

If you have multiple practices, these template settings must be configured under each participating practice. 

  1. Select Customer Setup > Statements.

  2. Use the drop-down menu to select the desired practice.

  3. Under the Estimate Statements table, click the Edit Templates button.

  4. Use the drop-down menu to select the Statement Type you wish to configure. 

  5. Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.

  6. Click on any of the editable fields/boxes and type your desired text. 

  7. Add a Logo to your statement (Enhanced statements only).

    1. Click the Your Logo Here icon, then click Upload to select a logo from your computer.

    2. Adjust the logo.

    3. Click Done.

  8. Click Save.