Editing customer statements

 

It is possible to customise the PDF customer statements that can be attached to chasers sent out within templates (see more on chaser attachments here). Navigate to 'Settings' and then 'General' to customise your statements.

Uploading a Logo

Upload a logo by clicking the 'upload logo' button, and then selecting 'Choose file' to upload an image of your logo. Your logo will be scaled to a maximum of 400px wide and 120px high. How your logo has scaled proportionally can be viewed within the logo box.

 

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You can remove the logo by clicking the 'rubbish bin' symbol. Choose to align left, or right will align the logo on your pdf statement.

Contact Details

Your contact details will appear at the top left of your customer statement, by default this will auto-fill your organisation name and address, but you can choose to add additional text if you wish.

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Payment Terms and Advice

Payment terms and advice will appear beneath the invoice table on your PDF customer statement. It is possible to preview your PDF statement by clicking the 'Preview' button at the bottom of the page.

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