If you need to make a change to the statement amount in a live statement, you need to edit the bookings included in the statement.
If you would like to edit the appearance of a live statement that you already sent to a client or supplier, follow the steps below.
Note: A client or supplier will have to close and reopen a statement to see changes.
This article will go over the different things you can adjust:
Note: Editing the columns and order will only affect the PDF downloads of a statement. Online invoices and live statements will always show the guest name, check-in, check-out, commission, commission percentage, and balance or amount due depending on the invoice type.
Basic Settings
First, find a booking that was included in the statement. Click on the booking to open the Bookings window on the right.
Select the Invoices tab and then scroll to the Other Invoices section.
Look for the desired statement and click the three dots in the top right corner to select Edit.
The Edit Invoice window will open.
In the Invoice Settings tab, you can change basic information on the statement such as what the statement amount is based on, the currency, date, and contact information for the statement.
Editing Columns
Note: Editing columns will only affect the downloadable PDF version. The columns displayed on the live statement will always be Guest, Dates, Gross Charges, Commission Percent, Commission Estimate, Balance, and Pay Status.
Click on the Columns tab to change what information you want displayed in the statement. Use the checkboxes to add or remove columns of information on the bookings.
To select all of the columns, toggle the Booking switch in the top right.
Editing Column Order and Formatting
To change the order of columns in a statement, click the Order tab.
Use the Up and Down Arrows to rearrange columns in a statement. The top field will be the first field to the left in a statement. You can also use the Order dropdown to select when a column will appear.
You can also change the appearance of the column information in a statement with the Style and Align dropdowns.
With the Style dropdown, you can select:
Bold - the entire column will have bolded text to make it stand out.
Light - the entire column will have text that is lighter than other text.
Regular - the entire column will have standard text.
With the Align dropdown, you can select:
Left - the information will be left aligned in the column.
Center - the information will be centered in the column.
Right - the information will be right aligned in the column.
When you’re done, click Save Invoice.