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Nithyanandam Vinukonda

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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
    Nithyanandam Vinukonda commented  · 

    As another user has already pointed out. The update has not addressed the original request to be able to customize the statements field. Changing color is fine. But please do implement customisable fields for the satements.

    It'll make it more meaningful I I don't thinks it's that difficult. Especially since it's been 5 years.

    Regards

    Nithyanandam Vinukonda supported this idea  · 

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