If you have access to E-mail Statements in Back-office, you will be able to change the look of customer statements.
The steps below can be followed to add the following to the statements: Company name, Company logo, Company Address, Company telephone number, Company registration number, customer payments and customer payment allocations.
STEPS:
1. In Advantage Back-office, click the left sidebar menu.
2. Click on the Customers menu
3. Open the E-mail Statements module.
4. The following display or print options are available:
- Print Company Name: - Print Company logo image: |
|
|
|
|
5. If a statement message has been selected from the "Select Statement message" drop-down, the message will be displayed that the bottom of the statement. For example, if you would like to add your banking details to the statement:
NOTE: If you would like to add or change the Statement Message, learn How can I add or change customer statement message/s that is e-mailed with their statements?
NOTE: Learn How can I send customer statements directly from Back-office?
NOTE: Also learn What is a quick way to attach statement transactions when sending customer statements?