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Firm administration

Edit invoice and statement emails

Customize the message or subject line when emailing an invoice or statement to a client. Use the
Invoice
 email message or
Statement email message
 windows to make these changes.
  1. Select
    Setup
    , then
    Firm
    .
  2. Select the
    Billing and A/R
     tab.
  3. Next to “Invoice email message” or “Statement email message”, select
    More
    .
  4. Edit the Subject. The [Firm Name] in brackets will pull in the firm name you enter in Practice CS.
  5. Edit the body text and use all the options in the toolbar. Copy and paste the following variables from this article into the program:
    1. [Client Contact Name]
    2. [Client Salutation]
    3. [Client Name]
    4. [Client ID]
    5. [Client Manager]
    6. [Client Manager Email]
    7. [Client Manager Phone]
    8. [Client Partner]
    9. [Client Partner Email]
    10. [Client Partner Phone]
    11. [Client Associate]
    12. [Client Associate Email]
    13. [Client Associate Phone]
    14. [Client Office]
    15. [Client Office Email]
    16. [Client Office Phone]
    17. [Firm Name]
    18. [Firm Phone]
    19. [Invoice Number]

This article applies to:

  • Product: Practice CS
  • Subject: Setup