In the event that a client requests more than one Additional Bill To record or unique information to be included with emailed statements, create a custom email template for that client. This email template can be edited to contain additional recipients in the Cc Recipients and/or Bcc Recipients fields, and unique information in the Subject and Body fields. This template can then be selected in the Bill To Record window for the desired client.

   To customize an existing email template for use with a specific client

  1. From the Statements menu, point to Statement Setup and then select Email Templates.
  2. Click the Template ID lookup button and select the email template you want used as a basis for the new template.
  3. Press Esc (or click or or press Ctrl+S).
  4. Change the Template ID for the new template.
  5. Enter additional recipients and make any other desired changes.
  6. Click on the toolbar or press Ctrl+S to save the email template.

   To assign the new email template to a specific client

  1. From the File menu, point to Data Entry and then select Client.
  2. From the Billing Preferences tab, select the desired Bill To record or click Add to create an Additional Bill To record.
  3. In the Bill To Record window, confirm that Email Statement is selected.
  4. In the Email Template field, select the email template that was created for this specific client.
  5. Click OK.

This client will now receive email statements based on the custom email template. Repeat this process for any clients who request more than one Additional Bill To record or who request unique information to be included in the email statement. Alternatively, use Change Client Options to update multiple clients to use a custom email template.