Billing: Special Message on Statement Setup

Follow these steps to Access the Statement Setup Screen:
 
 

1. Log in to the software and Open the Billing Portal.
2. Click the Ready to Send link under Statements on the navigation bar.
3. Click the Gear icon at the top right of the screen and select Setup.
4. The Statements Settings Screen appears.
      

1. Click on More Statement settings.

1. Click on Messages (Special)

7.Change the messages to your specifications.

8. Click on Contact information, and change to your specifications.