There are a few ways you can add custom text to Statements to define new terms, new bank account details, promotions or other content that may help promote prompt payments.
Default Statement Text
The default statement text is a line of information that prints at the bottom of all statements. Many sites use this to define their bank account details.
To edit this text:
- Go to Company/Setup → Accounts Receivable tab → Configure Module → then Select the Forms tab
- On this form you can define a line of Default Text for Monthly Statements and Default Text for Weekly Statements if you have any 7 day accounts.
- Remember to click Save at the bottom when you're done
The example above will look like this at the bottom of your statements, whether they're emailed or printed:
Special Message on Statements
The Custom Message is small section of text that is only displayed on Statements printed or emailed during the current statement run; next time you run the Statements procedure, this will be cleared.
To use this feature, simply start your usual Statement run, and on the Print Statements screen, type your Special Message into the space provided:
This will be displayed like this on the your Statements:
Other places to present custom text
You can also customise the text displayed within the body of emails sent from Synergy; however it is important to note that this text will be on all emails sent from Synergy, not just Statements.
This is edited by going to Company/Setup → Accounts Receivable tab → Configure Module → Forms and entering the desired text into the Email Sign-off Text field
Furthermore, within this same screen you can select a file (we recommend a PDF document) as a Default Email Attachment for your statements; these may be your terms of business, or details for setting up direct credit payments etc.
Click the Default Email attachment button and click the Paperclip icon to select the file you wish to attach to your emailed statements.
