Power User - Client Statement CSS

[CliveClive]

I have purchased a power user subscription but cant seem to access the CSS
to clean up the customer statement design - anybody know how to do this

[QFBeth]

Hi,

You can find this by going to: Account Settings >> Design Customisation >> Advanced CSS & HTML Customisation

Hope this helps

[CliveClive]

Hi Beth
Thanks for replying,
Have done this and the Advanced CSS & HTML Customisation page says Advanced customisation BETA, with a box showing 'PRESET TEMPLATES, I click on the Client statement CSS and there is a blank box with an instruction to view a statement in any client detail screen. Have done this, viewed a client statement and cant see anywhere to access the CSS, except for a right mouse click on inspect element, but making changes there does not save the changes?

[QFMathew]

Hi @CliveClive

When you go to the advanced customisation area, you should see the client statement option on the left hand side:

Once you save it, just make sure you activate it, otherwise it won’t be live:

[CliveClive]

So you don’t get to see the CSS code that already exists so that you can make changes in the same way as customising invoices?

[QFMathew]

No, unfortunately not. This is something we can look at introducing in the future however. I believe the invoice styling (in it’s current form) was added after this section.

[CliveClive]

Hi Mathew
So should I copy all of the CSS from inspect element, make the changes and the click the green save button?
Kind regards
Clive

[QFBeth]

Hi Clive,

you don’t need to copy it all only the things you want to override.

[CliveClive]

OK, thanks for your help.