If you have access to E-mail Statements in Elite, 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. Click the left Hamburger menu icon.

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:

 - Show Company Name:


 - Show Company Address:
- Show Company Logo image:

- If both the "Show Company logo image" and "Show Company Name below logo image" was selected:

- Show payments received this month:
- Show payments allocated this month:


5. If a statement message is selected from the 'Select Statement Message' drop-down, it will appear at the bottom of the statement. For example, you can use this feature to include your banking details. 

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NOTE: If you would like to add or change the Statement Message, learn {LINK TO BE INSERTED}

 

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