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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Additional information on statement

I would like to see an option where additional information can be added to the statement template, such company bank details and other company information.

Similar to the invoice PDF theme templates option where additional text can be entere (in Misc. Options under additional text)
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Caspar, Thanks for getting in touch. You are able to do this when customising your email templates by adding a table for example or additional image to the template. Unfortunately you cannot customise the statement template itself at the moment, however you are able to automate the process so that when each statement is sent, information such as this is contained within the communication. Many thanks
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  • Barbara Laczny-Gomez
    Reply
    |     Oct 12, 2018

    Bank details on a statement is something every statement should have. Also Pay on-line button.

  • Guest
    Reply
    |     Jan 10, 2017

    It would be extremely useful for Payroll to produce a pdf P32 report which can be sent to the client. Otherwise, this is a real pain!

  • Guest
    Reply
    |     Jan 10, 2017

    This isn't an answer Caspar. We can't access the template to add information like the other items (invoice, etc.) And for those of us that do not email from within the kashflow app then your answer doesn't work either. If we could add information to the statement template like the other items it would be very helpful. Thanks.

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