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Macrocosm Ultra Digital
Level 1

How do I make my statements look the same as my invoices, they are not pulling through with the same colours?

 
1 Comment 1
IntuitLily
Moderator

How do I make my statements look the same as my invoices, they are not pulling through with the same colours?

It's nice to see you in the Community forum, @Macrocosm Ultra Digital.

 

That's a good question. Currently, we can only customize the design and splash on some colors for invoice, estimate and sales receipt. This is not applicable to statements. 

 

You have a few options if you'd like to modify your statements. Here's how:

 

  1. Go to the Settings ⚙️ menu and select  Account and Settings.
  2. Choose the Sales tab and scroll to the bottom to Statements.
  3. Select Edit ✏️.
  4. You can choose either List each transaction as a single line or List each transaction including all detail lines.
  5. Turn Show aging table at bottom of statement On or Off by selecting the checkbox.
  6. Select Save.

 

 

You may refer to this article for more information: Create and view customer statements.

 

If you have questions on this or any other topic, please don't hesitate to let me know. Wishing you well.