{"id":141453,"date":"2026-08-06T05:43:08","date_gmt":"2026-08-06T05:43:08","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%ad%d9%82%d9%84-%d9%85%d8%ae%d8%b5%d8%b5-%d9%81%d9%8a-%d9%85%d9%84%d9%81-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d9%88%d8%b9%d8%b1%d8%b6%d9%87-%d9%81%d9%8a-%d8%aa%d8%b5\/"},"modified":"2026-08-09T07:02:30","modified_gmt":"2026-08-09T07:02:30","slug":"issuing-and-printing-a-statement-of-account","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/issuing-and-printing-a-statement-of-account\/","title":{"rendered":"Issuing and Printing a Statement of Account"},"content":{"rendered":"
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[vc_row][vc_column][vc_column_text]<\/p>\n

The system allows you to issue a formal statement of account for any client, clearly displaying their outstanding balance in a ready-to-print or ready-to-send document. This capability relies on adding a custom field to the client profile to record their outstanding balance, then linking that field to the \u201cStatement of Account<\/strong>\u201d template so it appears automatically in the document whenever it\u2019s issued.<\/p>\n

This way, you can issue an accurate statement of account for any client at any time, simply by updating their balance, without needing to redesign the document or re-enter its data from scratch each time. This guide walks you through creating the client balance field, inserting it into the statement of account template, and finally issuing and printing the statement.<\/p>\n

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[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=\u201dPart 1: Adding a \u201cClient Balance\u201c Field\u201d font_container=\u201dtag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1785995759655{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}\u201d][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

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  • From the main menu, go to the \u201cClients<\/strong>\u201d dropdown menu, then click \u201cClient Settings<\/strong>.\u201d<\/li>\n
  • Click \u201cCustom Fields<\/strong>.\u201d<\/li>\n<\/ul>\n

    \"\"<\/p>\n

      \n
    • From the sidebar field list, drag the \u201cSingle Line<\/strong>\u201d field onto the screen.<\/li>\n
    • Enter a suitable name for the field (e.g., \u201cClient Balance<\/strong>\u201c).<\/li>\n
    • Click \u201cSave<\/strong>.\u201d<\/li>\n<\/ul>\n

      \"\"<\/p>\n

      Once saved, this field automatically appears at the bottom of every client\u2019s profile in the account, and its value becomes manually editable for each client individually \u2014 this is the balance that will later appear on the statement of account.<\/p>\n

      [\/vc_column_text][vc_custom_heading text=\u201dPart 2: Adding the Field to the Statement of Account Template\u201d font_container=\u201dtag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1786021765360{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}\u201d][vc_column_text]<\/p>\n

        \n
      • From the sidebar, click \u201cTemplates<\/strong>.\u201d<\/li>\n
      • Click \u201cPrint Templates<\/strong>.\u201d<\/li>\n
      • From the list of categories shown, click the \u201cClients<\/strong>\u201d card.<\/li>\n<\/ul>\n

        \"\"<\/p>\n

          \n
        • Select the \u201cStatement of Account<\/strong>\u201d template from the list, or create a new template and name it accordingly.<\/li>\n
        • Enter the appropriate wording for the statement of account within the template, and use the \u201cPlaceholders<\/strong>\u201d dropdown to select:\n
            \n
          • The additional field you created in Part 1 (Client Balance), so it appears as the amount due on the statement of account.<\/li>\n
          • The client\u2019s Company Name, or any other data you want displayed on the statement of account alongside the balance.<\/li>\n<\/ul>\n<\/li>\n
          • Click \u201cSave<\/strong>.\u201d<\/li>\n<\/ul>\n

            \"\"[\/vc_column_text][vc_custom_heading text=\u201dPart 3: Recording the Client\u2019s Balance Before Issuing the Statement of Account\u201d font_container=\u201dtag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1786021876643{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}\u201d][vc_column_text]<\/p>\n

              \n
            • From the sidebar, click \u201cManage Clients<\/strong>.\u201d<\/li>\n
            • Select the client you want to issue a statement of account for.<\/li>\n
            • At the bottom of the client\u2019s profile, you\u2019ll find the additional field you created earlier (\u201cClient Balance<\/strong>\u201c).<\/li>\n
            • Enter the client\u2019s current balance value in this field \u2014 this is the value that will appear on the statement of account.<\/li>\n
            • Click \u201cSave<\/strong>.\u201d<\/li>\n<\/ul>\n

              \"\"[\/vc_column_text][vc_custom_heading text=\u201dIssuing and Printing the Statement of Account\u201d font_container=\u201dtag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2\u2033 use_theme_fonts=\u201dyes\u201d css=\u201d.vc_custom_1786021910820{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}\u201d][vc_column_text]<\/p>\n

                \n
              • From the client\u2019s profile, click \u201cPrintouts<\/strong>.\u201d<\/li>\n
              • Select the \u201cStatement of Account<\/strong>\u201d template.<\/li>\n<\/ul>\n

                \"\"<\/p>\n

                  \n
                • The statement of account will be issued, displaying the previously entered client balance printed directly within the document, with no further input needed.<\/li>\n<\/ul>\n

                  \"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=\u201d3d\u201d message_box_color=\u201dalert-warning\u201d]<\/p>\n

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                  Notes<\/strong><\/p>\n

                    \n
                  • The client balance value must be updated manually each time it changes, to ensure the correct value appears when the statement of account is issued later.<\/li>\n
                  • This mechanism can be repeated to add any other data you need to display permanently on the statement of account or other client documents, not just the balance.<\/li>\n
                  • Make sure the client balance field is correctly inserted within the statement of account template using \u201cPlaceholders<\/strong>,\u201d or its value will not appear when issued or printed.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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                    <\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

                    [\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>\n<\/div>\n","protected":false},"author":23,"template":"","categories":[2135,2067],"tags":[10597,10598,8085,3816,4036,4220,8109,10599],"class_list":["post-141453","user_manual","type-user_manual","status-publish","hentry","category-client-payments","category-printable-templates","tag-additional-fields-en","tag-client-balance-en","tag-client-profile","tag-custom-fields","tag-manage-clients","tag-printable-templates","tag-printables","tag-vouchers-en"],"yoast_head":"\nIssuing and Printing a Statement of Account - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/issuing-and-printing-a-statement-of-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Issuing and Printing a Statement of Account - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to issue a formal statement of account for any client, clearly displaying their outstanding balance in a ready-to-print or ready-to-send document. 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