Statement Setup – How to add a message to a statement

To add a message to all statements:

1. Go to Setup
2. Select Accounting
3. Select Statement Setup
4. Select the Edit pencil to the left of the statement description
5. For a message to appear on ALL statements:
   • On the first page, type in your message in the “Statement Message” text box.
   • Click the SAVE icon found at the top of the page to save all changes

To add a message on an individual statement:

1. Go to Setup
2. Select Accounting
3. Select Statement Setup
4. Select the Edit pencil to the left of the statement description
5. Select the Edit pencil to the left of the statement itself
6. Enter the message
7. Click checkmark to apply
8. Finish by clicking the SAVE icon to save all.
9. Message will now appear in the Statement Message column