At the end of the accounting process you can send statements to your contracting partners. The layout of such a statement can be modified to a large extend. For example, you can add your own logo.

 

In order to edit the statement template, click on the menu “Accounting” and then “Edit Statement Template”.

 

Note: There is only one statement template for all languages.

That means, no matter what language you have set for your contracting partners, they all get the same template. That is why all parts of the templates which you cannot edit (such as Customer No or Date) are in English.

 

Currently you can select two different statement styles: Classic or Template 1. We recommend “Template 1”, as it has a more modern design. Click on the drop-down list in the menu bar and make your selection.

 

 

You can also define decimal places, color scheme and display here.

You can view your statement template in advance by clicking on the preview symbol.

 

Header and footer

Use your own text in the header and footer. Double-click into the area where you would like to have the text placed and then enter the text.

 

 

Your own logo

To add your own logo to the statement template just double-click at the icon in the header.

 

 

Recipient

Add all required fields for the recipient by double-clicking at the icon in the recipient area.

 

 

Then select the fields in the same order you would like to have them placed in the recipient area.

 

 

When you have finished editing the statement template click on Save and close the window.

 

Related Topics

1 First Steps