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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.

    Rob supported this idea  · 
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    Rob commented  · 

    Is there any update to this? As it stands, I have to create my customer statements in Excel because Zoho is limited on what can be reported on the statement. Unfortunately, our customers do not index their accounts by our invoice numbers and instead use the vehicle registration number. However, Zoho offers no way to add that minor detail to the statement. Or am I missing something because I cannot find a solution anywhere?

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