Client Statements Amend Heading Values

[Eddie_B]

I’ve been trying to change some headings on the client statements, to which I’m struggling with, to no success to be honest.

Would like to change as follows,

Main heading from "Statement to “Monthly Statement”

Then the top right box area, as follows

“Account Summary” to “Monthly Account Summary”

“Invoiced” to “Invoiced This Month”

“Payments” to “Payment This Month”

And is there anyway to show which month the statement covers, ie Decembers statement, rather then just a date the statement was produced / generated.

I do statements for a whole calendar month basis, so the last would of been 1 to 31 Dec 2020 for example

I do have the power user

Many Thanks
Eddie

[QFBeth]

Hi Eddie,

This isn’t possible to do, the headings are only able to be edited on the invoices not the statement titles or labels.

[Eddie_B]

Okay, thanks.

Maybe sometime in the future, we could have the features to edit the statement, like we do the invoice templates.

Many thanks
Eddie

[QFMathew]

Hi @Eddie_B

I’ve moved this into the #feature category so other users can add their vote and comments on this too.

If there’s enough interest, we can certainly take a look at the feasibility of supporting this.