Purpose: This setting allows you to set a statement that defaults when sending a statement through Commusoft. This is important in that it helps maintain proper contact, get concise information to your customers, and is customizable via tagging.
Tagging: To understand how tags work, and which tags do which, please refer to this article: https://kb.commusoft.co.uk/hc/en-gb/articles/4406171191185
- Go to system settings > Default statement message.
- Enter your message, you can use tagging throughout. Hit save when you are done.