Settings -> Environment settings -> Balance statement settings
The balance statement text is shown to the customer or supplier on the balance statement that is sent out. It can be sent via Partners -> Clients and suppliers -> select the client/supplier and, from the Actions menu, choose either “Send balance statement via e-mail” or “View balance statement as PDF”.
From the same menu, you can also view the client’s/supplier’s transaction statement (invoices, payments).
If balance statements are sent in different environment languages, translations can be added by clicking the “Edit translations” link.
If the text was added by the system, translations are already available. If you modify the text, you will need to add the translations yourself.
If you have any additional questions, please write to us at support@simplbooks.ee
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