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Post Info TOPIC: Sage - Monthly Statements


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Sage - Monthly Statements
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I am hoping someone can help with some adivice. I have a couple of customers that send out their own invoices to customers but have asked if I can send out monthly statements using their own headed paper.

 

Obviously I can just type these, but wondered if anyone had a way of dealing with the statements function within Sage. It doesn't make sense at the moment just printing onto headed paper and the Sage statements you can buy don't look the way my customers want them to look.

 

Any suggestions??

 

Thanks Shirley



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Hi Shirley,

You will have to play around with the `statement` templates on sage for this.

You can easily edit the statement report on sage and adjust the various boxes to fit your clients letterhead. Can be a bit of a pain, but can be done.

Julie

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Hi Julie

Thanks for that, I will have a play around with it.

Shirley :))

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