Edit customer statements

In order to view and edit your customer statement you need to navigate to Manage > General, scroll to the bottom of the page and you'll see the Customer statements at the very bottom of the page:

Edit statement

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

Upload a logo

Use the Upload logo button to select the relevant file. 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 appear 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 view a PDF copy of your customer statement, select the Preview button.