Configuring Statement Text

Statement Text controls the statement email subject and the opening and closing wording used on generated statements, including statements generated in batches.

Open Admin → Settings, then select Statement Text under Statements.

1. Choose Options → Edit Statement Text.
2. Update Email Subject as needed.
3. Edit Opening Text and Closing Text using the formatting controls.
4. Select Update.

These settings apply across generated statements, so keep the wording suitable for all recipients. Do not include a single tenant’s private details in shared text.

Generate and review a sample statement before the next batch run. Check the subject, text placement and any existing supported replacement tags. Saving these settings does not send statements or change copies already issued.