Sending a Statement

This screen is displayed by tapping Send in the Statement screen. From this screen you can:

  • Send the displayed customer statement in PDF format by email, message or open it in another app.
  • Change the customer details, e.g. their address.
  • Update your business details, e.g. address, logo, footer.
  • Change the wording of the text labels.
What else can I do?

In addition to the above, you can:

  • Change paper size between A4 and US-Letter.
How do I change the customer details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the CUSTOMER section, tap the item you want to change.

    Note: Changes to these fields update all statements stored in the app, including past entries.
How do I change my business details?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Under the YOUR BUSINESS section, tap the item you want to change. You can change your business address, Logo or Footer.

    Note: Changes to these fields update all statements stored in the app, including past entries.
How do I change the wording on the statement?
  1. Tap Edit in the toolbar followed by Edit Fixed Content.
  2. Scroll down to the section titled TEXT LABELS and tap on the text label you want to change.


Further Information

For details of how to carry out tasks in the Statements screen, please refer to: