Statement

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artadot
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Statement

Post by artadot »

Is it possible to edit statements to customers, I would like to add our e-transfer information.
There are no mistakes only lessons to be learned. ~ Dot
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Silky7
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Re: Statement

Post by Silky7 »

It is possible; though not easy. There isn't a way in the Manager application. The majority of reports - including Bal. Due Statements - are Crystal Reports. They can be edited/customized with a CR editor, but it isn't the most intuitive software.
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artadot
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Re: Statement

Post by artadot »

Sounds like it is over my head and I should just leave it alone, thanks for your help
There are no mistakes only lessons to be learned. ~ Dot
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Silky7
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Re: Statement

Post by Silky7 »

I am curious to know - when you say e-transfer information, are you referring to ACH payment information?
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artadot
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Re: Statement

Post by artadot »

We don't have ACH payments in Canada, I referring to electronic payments from the customers bank account to our bank account.
There are no mistakes only lessons to be learned. ~ Dot
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