{"id":157935,"date":"2026-10-25T08:50:16","date_gmt":"2026-10-25T08:50:16","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=157935"},"modified":"2026-11-10T14:22:55","modified_gmt":"2026-11-10T14:22:55","slug":"customizing-the-client-statement-printout","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/customizing-the-client-statement-printout\/","title":{"rendered":"Customizing the Client Statement Printout"},"content":{"rendered":"
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You can customize the look of the printed client statement<\/strong> (the transaction list) by editing the header, the footer, and the transaction columns, and adding a logo, data, or fixed text, including printing the statement under the name of an organization other than the one registered in the account settings<\/strong>. This guide explains where the statement is, how to customize it, and how to print it.<\/p>\n

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Contents<\/p>\n

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  1. Opening the Client Statement<\/strong><\/a><\/li>\n
  2. Customizing the Statement<\/strong><\/a><\/li>\n
  3. Available Variables<\/strong><\/a><\/li>\n
  4. Printing the Statement Under Another Organization\u2019s Name<\/strong><\/a><\/li>\n
  5. Printing, Exporting, and Sending<\/strong><\/a><\/li>\n
  6. Supplier Statement<\/strong><\/a><\/li>\n
  7. Notes<\/strong><\/a><\/li>\n
  8. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Opening the Client Statement<\/h2>\n

    From Clients<\/strong><\/a> open the client\u2019s page, and you\u2019ll find the statement in two places:<\/p>\n\n\n\n\n\n
    Place<\/th>\nWhat It Offers<\/th>\n<\/tr>\n
    Tab Transaction List<\/strong><\/td>\nA period filter (Last 30 Days<\/strong> or Custom Period<\/strong> and others), and Show Details<\/strong> to show the invoice items, and the buttons Customize<\/strong> and Print<\/strong> and Export Options<\/strong>.<\/td>\n<\/tr>\n
    Button Statement<\/strong> at the top of the client\u2019s page<\/td>\nPage Account statement for…<\/strong> with all transactions, with Print<\/strong> and PDF<\/strong> and Email to Client<\/strong> and the icon Settings<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    The statement shows for each transaction: Date<\/strong> and Transaction<\/strong> and Amount<\/strong> (and a column Payment<\/strong> depending on the setting) and Balance Due<\/strong> (the balance after the transaction), for each currency separately.<\/p>\n

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    \ud83d\udec8<\/span><\/p>\n

    Note:<\/strong> The statement appears to users who have the permission to view all invoices or view invoice details, along with the permission to view the client.<\/p>\n<\/div>\n

    Customizing the Statement<\/h2>\n
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    1. From the tab Transaction List<\/strong> click Customize<\/strong>, or from the page Statement<\/strong> click the icon Settings<\/strong>; the page Statement Settings<\/strong><\/a>.<\/li>\n
    2. Opens\n