Can I edit Customer Statements

scouts_julian
scouts_julian Member Posts: 2 Novice Member Novice Member
in Reckon One

Can I edit Customer Statements - I don't like the current layout.

I want to list individual line items in the current statement - How can I change this

Plus I don't need the cut off slip at the bottom.

Chrs

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,666 Reckon Community Manager Community Manager

    Hi @scouts_julian

    Unfortunately there isn't a great deal of customisability when it comes to Customer Statements at this stage.

    If you head into Settings ➡️ Statements ➡️ Manage Templates, you'll be able to add some additional detail such as Payment Details and a custom logo to the statements.

    Its something on our product team's radar though as it needs some improvement.

Categories