Editing customer statement

Edit customer statements that can be attached to chasers.

Last updated: December 23, 2024

The PDF customer statements attached to chasers should be customized.

Navigate to Manage and then General to customize your statements.

Edit statement

Select Edit statement to open the below module and make changes:

Upload a logo

Upload your organization's logo, and then select Upload logo to upload an image of your logo. Your logo will be scaled to a maximum of 400px wide and 120px high. The logo box shows how your logo has scaled proportionally.

Choose whether you want your logo to align to the left or righthand side of your statement PDF (This formatting will also apply to Letters)

Contact details

Your contact details, including your organization name and address, will be automatically filled at the top left of your customer statement. However, you can add text, giving you complete control over your statement's content.

Payment terms and advice

Payment terms and advice will appear beneath the invoice table on your PDF customer statement. 

Preview statement

To open a PDF example of your statement, select the Preview button.