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May 30, 2019
Solved

Can you customise Customer Statements-move customer addrs higher to fit in our window envelopes, use Description not Memo re Invoice, add our bank acct details?

  • May 30, 2019
  • 1 reply
  • 1 view
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Best answer by payment after leaving


Hi SusanCruseBurke

 

You are not able to amend the statement template however to assist us with your requirements, and hopefully get them implemented, we would be grateful if you can leave feedback from within the product.

 

In regards to the invoice you can add your bank details in the footer section of the invoice, select the cog/gear icon in the top right hand corner of the screen > custom form styles > content > select the bottom greyed out area on the right hand side of the page > enter bank account details in the 'Add payment details and footer' > Done.

1 reply

Level 10
May 30, 2019


Hi SusanCruseBurke

 

You are not able to amend the statement template however to assist us with your requirements, and hopefully get them implemented, we would be grateful if you can leave feedback from within the product.

 

In regards to the invoice you can add your bank details in the footer section of the invoice, select the cog/gear icon in the top right hand corner of the screen > custom form styles > content > select the bottom greyed out area on the right hand side of the page > enter bank account details in the 'Add payment details and footer' > Done.