Customer statements location - FEEDBACK NEEDED

  • 1
  • Idea
  • Updated 1 year ago
  • Under Consideration
  • (Edited)
Hello,

Recently we have received feedback that customer statements are difficult to find. So I would like to know what you think is the ideal way to access customer statements.

Cheers,
Nic
Photo of Nic

Nic, Alum

  • 302 Points 250 badge 2x thumb

Posted 1 year ago

  • 1
Photo of gr

gr

  • 460 Points 250 badge 2x thumb
I think they should go in Money In as they relate to invoices. I'd also like to be able to edit the template. At the moment there's no way to add our company logo and payment details are "undefined".
Thanks
Photo of Nic

Nic, Alum

  • 302 Points 250 badge 2x thumb
Hey gr,

Thanks for the feedback :)

In regards to editing the template, please try going to the Settings > General heading > Manage invoice templates.
Here you should be able to add in a logo in the Header accordion.

As for payment details, you can edit them on an individual level on each invoice in the Payment details box at the bottom, or you can set a default by going to Settings > Day to day heading > Money in > Invoices accordion.

Cheers,
Nic
Photo of gr

gr

  • 460 Points 250 badge 2x thumb
Hi Nic
I know I can edit invoice templates but there's no option to edit statements.
Photo of Ern A

Ern A

  • 160 Points 100 badge 2x thumb
hello NIc, If i might make a suggestion, under
money in 
  Estimates
  Invoices
  Statements

I think would be the most likely place to look for it. 
Photo of Ern A

Ern A

  • 160 Points 100 badge 2x thumb
Also a cross link with customers / accounts would be good place to look.
Photo of Hayden

Hayden

  • 110 Points 100 badge 2x thumb
I've found them frustratingly hard to edit as well - and in reply to gr - go to menu - Lists, then under Templates - scroll down to the Statement category and you'll find it in there.
Photo of Hayden

Hayden

  • 110 Points 100 badge 2x thumb
In reply to the original question - I know you can right click on a customer and Create Statements.  Another option might be to include under the Reports for this Customer - have more options there other than Fast Reports, Open Balance & Show Estimates. 

Better yet - have the Reports for this Customer be configurable - so you add in your own reports/statements or anything useful to it
Photo of Nic

Nic, Alum

  • 302 Points 250 badge 2x thumb
Hi Hayden,

Are you sure that you're referring to the right software? What you are describing sounds like it might be Accounts Hosted?

Cheers,
Nic
Photo of Hayden

Hayden

  • 110 Points 100 badge 2x thumb
Must be - sorry - there are so many different types to keep track of.  My bad!
Photo of Helen Hogan

Helen Hogan

  • 392 Points 250 badge 2x thumb
Yes I agree Money in area makes sense where to find customer statements
Photo of Chris P

Chris P

  • 800 Points 500 badge 2x thumb
Still no way to Add logo to STATEMENT. It is not where you describe.
Photo of Ern A

Ern A

  • 160 Points 100 badge 2x thumb
Hello Chris,
See if this helps, go to main menu > settings > day to day > statements > customer statements, drop down menu >manage templates > custom logo > select a file.
Photo of Ern A

Ern A

  • 160 Points 100 badge 2x thumb
Hello Chris,
See if this helps, go to main menu > settings > day to day > statements > customer statements, drop down menu >manage templates > custom logo > select a file.

This conversation is no longer open for comments or replies.