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  • Custom Layout Design not changing on Sage itself

    Hello, I have edited my customer statement page on the Custom Layout Designer and I have saved the new design and I have gone to my company settings and chose the new layout/design as the default for the customer statements but when I go to check the…

  • Customer Statement Template - How to implement date order and balance changes

    Good day I have done some work with the Custom Layout Designer to personalise customer facing documents (quotes, invoices, statements) using the "Modern" template. I would like to implement the following but do not have enough experience working with…

  • Customer Receipt Amount on Customer Statement

    Good day I am trying to edit my customer statement so that the amount the the client paid or my company received shows as one amount on the customer statement. At the moment it allocates/matches to the invoices (see below). Is it possible to have for…

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