Accounting Ideas

Bank account details are not provided on the customer statement

when we send the customer statement which we generate from Sage it does not have the bank account details for the customer to see and make the payment. unfortunately they contact us back requesting the details before making the payment. suggestion is to have the bank details added at the bottom just like the invoices.

  • Guest
  • Mar 31 2020
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  • Admin
    Jaime Rein commented
    14 Dec, 2020 07:32pm


    I am happy to say we have updated the customer statements settings. We have moved all the statements settings under a new section in Setting - Customer Statements. We have also added a note section where you can communicate payment/banking information or messaging to your customers. Thank you.

  • Guest commented
    11 Dec, 2020 02:28pm

    I would like this too

  • Guest commented
    16 May, 2020 12:39pm

    Hi, I would like to see this happen.

    There is already a section for adding terms and conditions or footers to Invoices, Quotes, Credit Notes, Delivery Notes. It should be added here.