How to enable, and update Custom Statement Templates

Trainer: Dave Joyce
Release: Custom Statement Templates
Focus: Enabling complete self-service control over Customer Statements and Statement Invoices

? Overview

With this latest release, users now have full control over the design and layout of customer statements. You can now create and manage both:

• Standard Customer Statements

• Statement Invoices

All customization is handled via the inbuilt Report Designer, eliminating the need to rely on support for layout changes.

⚙️ Enabling Custom Statement Templates

Step 1: Navigate to Settings

• Go to Settings & Tools

• Scroll down to Statement Customization

Step 2: Enable Custom Templates

• Tick the checkbox for "Use the custom statement template"

• Note: When this is enabled, several older settings become inactive, as they were tied to the legacy hardcoded layout.

• Click “Save Changes”

? Accessing the Report Designer

Step 1: Open Report Designer

• From the main menu, open the Report Designer

• Search for “statement”

Step 2: Available Templates

You will find two starting templates:

• Customer Statement Default – for standard monthly or transactional statements

• Customer Statement Invoice Default – for invoice-focused statement formats

These serve as your base layouts and can be modified as needed.

? What You Can Customize

• Text fields (labels, headers, messages)

• Table layouts and data columns

• Company branding and design

• Conditional logic and field visibility

• Field functions (e.g., totals, due dates, notes)

➡️ Everything on the statement is modifiable using drag-and-drop and field-level editing.

? Using the New Layouts

From the Customer List:

• Go to Customers > Customer List

• Click on Print All Statements or select an individual customer

• Within the customer view:

  • Click Print Statement to preview and print using the new layout

  • Click Email Statement to choose whether to send:

    • Standard Statement, or

    • Statement Invoice — both use your newly customized layout

✅ Benefits of This Update

• 100% user-controlled customization – no need to contact support

• Faster turnaround on changes

• Professional and branded documentation for customers

• Alignment with company-specific processes and design preferences