The Edit Templates button is used to configure the design of the statements types. You are able to edit the wording of both user-print statement types. However, Enhanced Statements type provide 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.
Select Customer Setup > Statements.
Use the drop-down menu to select the desired practice.
Under the User Print Statements table, click the Edit Templates button.
Use the drop-down menu to select the Statement Type you wish to configure.
Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.
Click on any of the editable fields/boxes and type your desired text.
Add A Logo to your statement (Enhanced statements only).
Click the Your Logo Here icon, then click Upload to select a logo from your computer.
Adjust the logo.
Click Done.
Click Save.