Showing invoices on statements
Somehow I have deleted out some information on our statements. How do I add invoices/date/description/charges/paments and balance to the statement? I clicked on add fields but none of these are there. Help! Need to get statements out today being 1st of the month.
Hi Tannie7484
Sounds like you have deleted the Statement Table from the customise form. To add that table back with the required columns you would be looking at doing the following steps:
- Navigate to Setup>>Customise Forms
- Choose Statements
- Choose the desired layout - Invoice or Activity
- Select the desired form
- Select Customise
- Within the Customise Forms window, in the Customise>>Insert section - select the Insert Table>>Statement Table. This will add the table to the form.
- Once that table has been added, it can be moved into position - dragged into the required position
- To add the columns, right-click on the table and choose Show/Hide Columns
- Choose the appropriate columns to add
- Select Show
- Before selecting OK
The above process will re-add the table and then the desired columns to the statement form.
Our Help Article: Add tables to forms has more information on that process.
