Set up and edit AR Statuses in the Administration Tab>Manage Codes. Green plus to add new and grey cog to edit existing.
Set up and edit Document Templates in the Administration Tab>Document Templates. There are 3 groups of templates; Documents, Email and Text Messaging (SMS). Green plus to add new, grey cog to edit existing, red minus to delete.
When creating a template for an Email or Text (SMS) message there are merge fields you can use (Field Names) to bring client data into the body of your message.
Set up and edit Invoice Payment Terms in the Administration Tab>Manage Codes. Green plus to add new and grey cog to edit existing.