Billing Q&A: Statement Comments

June 2019    Tags: , , , , ,

I want to add comments/notes about a transaction in the description field and have it print on reports and draft statements, but not on a final statement. Is there a way to accomplish this?

Statement comments are generally used when you want information to be seen internally but you do not want the client to see them, and can be added to fee, cost, payment, and client funds transactions. Statement comments will be displayed in the description field in red text. When printing/previewing reports and draft statements, the statement comment will be displayed with a strikethrough character. When printing a final statement, the statement comment will not be displayed at all.

Highlighted text in the Description field for a fee, cost, payment, or client funds transaction can be specified as a statement comment using any of the following methods:

  • Right-click and selecting Statement Comment.
  • Press Ctrl+H on the keyboard.
  • From the Edit menu, select Statement Comment.
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