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      Editing customer statement

      Edit customer statements that can be attached to chasers.

      Last updated: October 03, 2024

      Frame 1707480122 (1)

      The PDF customer statements attached to chasers should be customized (more information on chaser attachments can be found here). 

      Navigate to Manage and then General to customize your statements.

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      Edit statement

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

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      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)