Make a Simplified Customer Statement design available

[HelenSara]

I would really like to send customer statements that just list the sales invoices that are currently unpaid and excludes the narrative that details how overdue each invoice is.

At the momnt my fix is to create the pdf and then using a pdf editor to erase the text I dont want to include but it would be great if a simple layout could be created straight from Quickfile.

[QFMathew]

Hi @HelenSara

Is this something you would want to do across all statements? If you have a Power User Subscription, I believe you could do this using some CSS, but it would apply to all statements.

[HelenSara]

Hi QFMathew

I would be happy for it to be for all statements.

[QFMathew]

Hi @HelenSara

No problem at all. If you go to Account Settings >> Design Customisation >> Advanced CSS & HTML Customisation, you’ll see a list of places you can add custom CSS.

Select Client Statement CSS to reveal the editor. Simply pop this bit of CSS into the editor:

.statementRow[data-type="inv"]>td>div>div {
     display: none;
}

Save the file and ensure it’s activated, and the statement will update to remove the overdue line on the statement.

From this:

To this:

[HelenSara]

Thank you, QFMathew that worked perfectly. Is there another piece of script I can add that will hide the line at the end of the statement where the total payments received are displayed just above the amount owing? As I only want to show the invoices that are owing this information really isn’t needed on my statement design.

[QFSteve]

Hello @HelenSara

This is the code to remove the “Payments Received” line at the bottom

.footer-pay-GBP-row {
   display: none;
}

Here’s a link to a thread on the forum with some instructions on similar queries

How to remove total payments made on statement?

Hello @Robert_Kinkade Go to Account Settings > Design Customisation > Advanced CSS & HTML Customisation Select Client Statement CSS (on the left) Add in the following and save and Activate the file. .invoice-label-row3, .invoice-label-row4 { display: none; } [image] [image] For reference you can find out the names of the elements to add by inspecting the page For example “Credits” would be .invoice-label-row5 [image]

[HelenSara]

Hi QFSteve

Both scripts worked prefectly. But now I want more!

could you give me the script to remove the labels and data on the client statement header that I dont want to show the client.
ie invoiced (shows the total of all invoice issued in a given period)
payments (shows the total of all payments receievd in a given period)
and credits (shows the total of all credits in a gievn period)

Then I think my statements will be good to go.

regards

Helen