{"id":22426,"date":"2024-09-25T08:50:30","date_gmt":"2024-09-25T08:50:30","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d8%b6%d8%a7%d9%81%d8%a9-%d8%a8%d9%8a%d8%a7%d9%86-%d8%aa%d9%88%d9%82%d9%8a%d8%b9-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d9%81%d9%8a-%d9%83%d8%b4%d9%81-%d8%a7%d9%84%d8%ad%d8%b3%d8%a7%d8%a8\/"},"modified":"2025-03-05T12:25:56","modified_gmt":"2025-03-05T12:25:56","slug":"adding-the-client-signature-to-the-account-statement","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-the-client-signature-to-the-account-statement\/","title":{"rendered":"Adding the Client Signature to the Account Statement"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1727606209811{margin-left: 200px !important;}”]Through the client account statement, the client can review all the transactions and movements that have occurred in their account and match them with the organization. Client often need to sign the account statement to approve it.<\/p>\n

In the following steps, we will learn how to add a written “Client Signature<\/strong>” statement in their account statement.[\/vc_column_text][vc_custom_heading text=”Viewing the Client Account Statement” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1727606392297{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741177197285{margin-left: 200px !important;}”]<\/p>\n

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  1. Click on “Client<\/strong>” from the main menu.<\/li>\n
  2. Click on “Manage Clients<\/strong>“.<\/li>\n
  3. Click on the required client profile.<\/li>\n
  4. Click on “Statement<\/strong>“.<\/li>\n<\/ol>\n

    \"\"[\/vc_column_text][vc_custom_heading text=”Editing the Account Statement and Adding the Client Signature Statement” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1727606791424{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741177548313{margin-left: 200px !important;}”]<\/p>\n

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    \n
    \n
    \n

    1. Click on the “Settings Icon<\/strong>” at the top of the client file.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    \"\"<\/p>\n

    2. In the “Custom Footer<\/strong>” section, write “Client Signature.<\/strong>”<\/p>\n

    \"\"<\/p>\n

    3. You can format the words or use alternative wording as shown in the following image.<\/p>\n

    \"\"<\/a><\/p>\n

    \n
    \n
    \n
    \n

    4. Click on “Save<\/strong>” to save the settings.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

    \"\"<\/p>\n

    After saving, the “Client Signature<\/strong>” statement will appear at the bottom of the account statement, allowing the client to sign it manually.<\/p>\n

    \"\"[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2130,2126,2131],"tags":[4577,4813,7062,7060,7061,4036,4576],"class_list":["post-22426","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-manage-clients","tag-account-statement","tag-client-account-statement","tag-client-manual-signature","tag-client-signature","tag-client-statement-signature","tag-manage-clients","tag-statement"],"yoast_head":"\nAdding the Client Signature to the Account Statement - 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\/adding-the-client-signature-to-the-account-statement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding the Client Signature to the Account Statement - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1727606209811{margin-left: 200px !important;}”]Through the client account statement, the client can review all the transactions and movements that have occurred in their account and match them with the organization. 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