Creating a statement template is similar to a receipt template in that you follow the same procedure. The only thing that is different is the content of the statement and the personalisations that you use.
Click on the following links and follow the steps:
- Create a statement template or a template design.
- Edit a statement template or template design.
- Delete a statement template.
- Use the personalisations available in a statement.
- To test a statement go to a profile page of any contact that has transactions, click Finance and then click STATEMENT.