Customizing the Client Statement Printout

You can customize the look of the printed client statement (the transaction list) by editing the header, the footer, and the transaction columns, and adding a logo, data, or fixed text, including printing the statement under the name of an organization other than the one registered in the account settings. This guide explains where the statement is, how to customize it, and how to print it.

Opening the Client Statement

From Clients open the client’s page, and you’ll find the statement in two places:

Place	What It Offers
Tab Transaction List	A period filter (Last 30 Days or Custom Period and others), andShow Details to show the invoice items, and the buttons Customize andPrint andExport Options.
Button Statement at the top of the client’s page	Page Account statement for… with all transactions, with Print andPDF andEmail to Client and the icon Settings.

The statement shows for each transaction: Date andTransaction andAmount (and a column Payment depending on the setting) andBalance Due (the balance after the transaction), for each currency separately.

Customizing the Statement

1. From the tab Transaction List click Customize, or from the page Statement click the icon Settings; the page Statement Settings.
2. Opens
   • Transaction Columns Settings: Single (one amount column), or the amount and payments in two separate columns.
   • Custom Header: the statement header (the logo, your business data, the client data, the date…).
   • Custom Footer: the bottom of the statement (such as terms, signature, stamp, or bank account details).
3. Use the editor to format the text, add an image (a logo or a stamp) or a table, or edit the code directly. Add the variable data from the list PlaceHolders next to the editor.
4. Click Save Settings; you return to the previous page and the statement appears in the new format.

The transactions table itself can’t be edited; customization is for the header, the footer, and the columns format only.

Available Variables

Data	Examples of Variables
Your business data (from the account settings)	{%site_business_name%} the business name, {%site_logo%} the logo, {%full_business_address%} the address, {%site_telephone%}, {%site_business_email%}, {%site_bn1%} the tax number.
Client data	{%client_business_name%} the client’s company, {%client_number%} the client number, {%client_full_address%} the client’s full address, {%client_phone%}, {%client_email%}.
Date	{%current_date%} the current date, {%current_datetime%}.

To view all variables, open the full placeholders guide from the settings page.

Printing the Statement Under Another Organization’s Name

If you want to print the statement under the name of an organization other than the one registered in the account settings:

1. Open Statement Settings.
2. In Custom Header Delete the variables {%site_business_name%}, {%site_logo%}, and {%full_business_address%} (and any other data of the main organization).
3. Write the other organization’s data in their place as fixed text (the name, address, and tax number), and upload its logo as an image from the editor.
4. Click Save Settings, then print the statement from Transaction List or Statement.

Printing the Statement with the Main Organization’s Data Without Changing the Customization

If you leave the customization under the other organization’s name, you can print a statement with your main organization’s data from Reports → Clients Statement; it shows your business logo and name from the account settings and isn’t affected by the statement customization. It requires the app General Accounts and the permission to view all entries, and its format is different (an account entries statement).

Printing, Exporting, and Sending

From	Options
Tab Transaction List	Print, andExport Options: Export to CSV, andExport to PDF, andSend a message to the client (if the client has an email). The statement is printed with the selected period.
Page Statement	Print, andPDF, andEmail to Client (the statement is sent as a PDF with the statement email template).

Supplier Statement

The supplier’s page has the same button Statement and tab Transaction List, and the button Customize opens the suppliers statement settings (separate from clients). Use supplier variables there, such as {%supplier_business_name%}.

Notes

• The customization applies to new and old statements when they are opened or printed.
• To restore the default header, clear the content of Custom Header and save.
• There are no variables for the statement period or the balance total in the header; they appear automatically in the statement itself.

Frequently Asked Questions

How do I print a client statement under the name of an organization other than the one in the account settings?

From Customize In the Transaction List, write the other organization’s name and data in Custom Header instead of your business variables, then save and print. Details.

Can the statement have more than one template?

No, there is one template for all statements (or for each branch when branches are enabled). To print with the main organization’s data without editing the template, use the report Clients Statement.

I edited the customization and the statement didn’t change?

Make sure you clicked Save Settings, and that you’re on the same branch you customized the statement for.

How do I add the stamp or signature to the statement?

Add it as an image in Custom Footer from the statement settings.