2 years ago
Statement
I have alreary customized 3 diferent tipes os statemnt. How can I select them on the client card?
I need to use diferents forms for different clientes
I have alreary customized 3 diferent tipes os statemnt. How can I select them on the client card?
I need to use diferents forms for different clientes
Hi Igomes
Statement forms are set through the Sales>>Print/Email Statements>>Advanced Filters>>Selected form for Statement. You don't set the statement form at a customer card level.
If you wish to use different statement forms for different customers, it would be a matter of updating that Selected form for Statement to be the required form, processing the statements for the selected customers and then updating the statement form for the next customers.