Billing Q&A: One-Time Statement Note

August 2020    Tags: , ,

You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated.

To specify notes to be included on a single statement

  1. From the File menu, point to Open and select Client.
  2. Select the Client ID.
  3. From the Statement Options tab, in the Statement Notes section:
    1. In the Beginning Statement Notes or Ending Statement Notes field, enter the desired text.
    2. Select the appropriate Change Notes to blank after statement updated check box.
  4. Press Ctrl+S.
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