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:

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