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  1. Customer Statement Customization

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    10 comments  ·  Zoho Invoice » General  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.

    You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!

    To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.

    The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.

    Happy invoicing!

    Cheers,
    Reshma.

    An error occurred while saving the comment
    Anonymous commented  · 

    I also think this possibility of customisation doesn't address the most important thing, which is to choose different fields to come on customer statement.

    For example, I want the invoice description to come on the customer statement (On my business I need to mention the invoice which originated this service I'm charging for).

    At this moment, I have turned Internet upside down and didn't find a solution for this.

    Is is so difficult, for example, to allow other fields on the table that is presented on the customer statement?

    Thanks

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