{"id":38081,"date":"2025-11-28T15:55:01","date_gmt":"2025-11-28T13:55:01","guid":{"rendered":"https:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=38081"},"modified":"2025-11-28T15:55:01","modified_gmt":"2025-11-28T13:55:01","slug":"balance-statement-settings","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/balance-statement-settings\/","title":{"rendered":"Balance statement settings"},"content":{"rendered":"<p><strong>Settings -&gt; Environment settings -&gt; Balance statement settings<\/strong><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-38084 aligncenter\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng.png\" alt=\"\" width=\"652\" height=\"390\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng.png 781w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng-300x179.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng-768x459.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng-50x30.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng-600x359.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2025\/11\/01_saldoteatiste-seaded_eng-320x191.png 320w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/a><\/p>\n<p>The balance statement text is shown to the customer or supplier on the balance statement that is sent out. It can be sent via <strong>Partners -&gt; Clients and suppliers -&gt;<\/strong> select the client\/supplier and, from the <strong>Actions<\/strong> menu, choose either <strong>&#8220;Send balance statement via e-mail&#8221;<\/strong> or <strong>&#8220;View balance statement as PDF&#8221;.<br \/>\n<\/strong>From the same menu, you can also view the client&#8217;s\/supplier\u2019s transaction statement (invoices, payments).<\/p>\n<p>If balance statements are sent in different environment languages, translations can be added by clicking the <strong>&#8220;Edit translations&#8221;<\/strong> link.<br \/>\nIf the text was added by the system, translations are already available. If you modify the text, you will need to add the translations yourself.<\/p>\n<p><em>If you have any additional questions, please write to us at\u00a0<a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a><\/em><\/p>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[967],"ht_kb_tag":[1145,837,838,857],"class_list":["post-38081","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-environment-settings","ht_kb_tag-balance-statement","ht_kb_tag-client","ht_kb_tag-customer","ht_kb_tag-suppliers"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/38081","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=38081"}],"version-history":[{"count":7,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/38081\/revisions"}],"predecessor-version":[{"id":39038,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/38081\/revisions\/39038"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=38081"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=38081"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=38081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}