Customer statements including Estimates, Invoices and Statements can be customized on a global level in the Management Module under Customer Statements. Settings for each statement type are controlled independently.
Customization options include:
- Templates
- Address Location
- Display Name(s)
- Custom Text Fields
- Footer Text Fields
Note: Statements are automatically optimized for both Letter and A4 paper sizes.
Remember to save your settings at the bottom of the page:
