House Account Settings

 

Our newly added House Account Settings allow you to customize how your billing, printing, and reporting for house account operates. 

 

Let's start by navigating to Settings ➜ House Account Settings. 

 

• Statement Format: This changes the display of invoices on a statement, but does not affect whether the invoices are shown.

 

 

 

• Statement Invoice Number: This adds an invoice number to statements for shops that have customers which require this for billing.

 

 

 

• Custom text for statements: This open text field adds text to the very bottom of statements after the last invoice.

 

 

• Custom Text for Invoices: This open text field adds text to the very bottom of invoices after the totals.

 

 

 

• Email Statement Custom Text: This open text field adds text to the email sent out with statements.

 

 

Be Sure to save your changes once you are complete!

 

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Advanced

• Generate Statements by: Changes the property used to generate the statements from either the Order Date or the Delivery Date. Changing this can affect what is shown on a statement.