View Statement Templates

Follow the steps below to view the Automated Statement Templates:

  1. Select Customer Setup > Statements.

  2. Use the Practice to Manage Statement Configuration for drop-down menu to select the desired practice.

  3. Under the Automation Statement Generation table, click the View Templates button. 

  4. Select a Statement from the drop-down menu to review.

  5. Optional: Check the Highlight custom fields box to show fields you are able to edit.

  6. Click Close.