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Igomes's avatar
Igomes
User
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

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  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    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.