AdvologixPM

Set a Default Account Statement Template Across All Accounts

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The following article illustrates how to assign a default Account Statement template across all accounts.

Navigate to AdvologixPM Setup

Go to 'Billing Setup' Section

Go to 'Billing Setup' section

Choose 'Advologix Billing Setup'

Billing Setup popup screen

Billing Setup popup screen

Click Edit button

Billing Setup Edit Screen

Billing Setup edit screen

Use the lookup icon to find the desired Account Statement template.

Click Save

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