Billing Q&A: Copy a Statement Template

December 2019    Tags: ,

Is there any way to copy an existing statement template so that I don’t have to start a new template from scratch?

Statement templates can easily be copied so that you do not have to start from scratch.

To copy a statement template

  1. From the Statements menu, point to Statement Setup, and select Statement Templates.
  2. Select the Template ID you want to copy.
  3. Enter a new Template ID name. This will create a new statement template with the same criteria as the original.
  4. Make changes to the statement template as needed.
  5. Press Ctrl+S.
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