View User Print Statement Templates

Follow the steps below to view User Print 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 User Print Statements table, click the View Templates button. 

  4. Select a statement from the drop-down menu and review for accuracy. 

  5. OptionalPlace a check the Highlight custom fields box to show all of the fields that you are able to edit.

  6. Click Close.