Practice Management: Update email template for clients to send invoices and statements

Go to the APS main menu, System Administration Consoles, Entity Console.

Select required Entity Name from the Entity dropdown list.

From the top Tool Bar turn on Edit Mode.

From the Left-hand pane select Correspondence.

Select the 4th row Invoice Email Body Template.

Choose the Yellow Pencil Icon (right hand side, just left side of the 3 Dots icon).

Invoice Email Body Template box appears.

Update any information accordingly (e.g. New Logo add/Update Signature/Add New Line etc.)

File, save. (Save Copy To..)

Save the Updated Email Body Template with the Saved/Updated Invoice/Statements.