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:

  • Select ONE of the following options:

- Print Company Name:



- Print Company logo image:

  • If both the "Print Company logo image" and "Print Company Name below logo image" was selected:

  • Print Company Address:

  • Print payments received this month:

  • Print payment allocations this month:


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?