Billing and communication messages: Setup and defaults

Set up customized communication messages and billing messages for estimates, invoices, statements, and emails from Cornerstone. Billing messages Create and assign billing messages for the footer on your estimates, invoices, and statements. The invoice and estimate message templates can be

Practice Defaults: Practice Logo

Practice defaults allow you to upload a practice logo. The logo can be printed on estimates, invoices and monthly statements. Setup Practice Defaults: Additional Information

End of Period Defaults

End of Period defaults are used to preselect specific reports when you open the End of Day, End of Month, and End of Year report lists, have the reports print all together when clicking Print from the corresponding end of

Auto-Lock/Logoff

Set workstations to automatically lock or to logoff and close Cornerstone after a period of inactivity. Workstation Defaults Additional Information

Toolbar defaults

Designate which buttons display on the Cornerstone toolbar, allowing you to simplify the toolbar for your staff. Setup Additional information

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