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Josiah Young

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  1. 617 votes
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    Josiah Young supported this idea  · 
  2. 33 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Josiah Young commented  · 

    I would also like to add custom invoice fields to the statement table.

    The problem with the current setup is that for customers with many invoices in a statement period, it is very difficult for them to locate a particular invoice. They know why they were charged, but there is no human-readable description associated with statement items. It makes it very difficult for them to confirm that a certain set of items was correctly charged in a statement period.

    Josiah Young supported this idea  · 
  3. 4 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Josiah Young commented  · 

    I would also like to add custom invoice fields to the statement table.

  4. 1 vote
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Josiah Young commented  · 

    I would also like to include a custom invoice field on the statement.

  5. 36 votes
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    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.

    Josiah Young supported this idea  · 
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    Josiah Young commented  · 

    I agree that this release did not address the original request. We do not need colors and fonts, we need fields. If we could choose to show or hide specific invoice fields in the statement, that would be amazing. Please add this feature! Esp. if we can map a field from Invoice and Credit Note to the same column in the statement.

  6. 659 votes
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    Josiah Young supported this idea  · 
  7. 87 votes
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    8 comments  ·  Zoho Books  ·  Admin →
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    Josiah Young supported this idea  · 
  8. 252 votes
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    Josiah Young supported this idea  · 
  9. 618 votes
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    Josiah Young supported this idea  · 

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