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Personalising statements

AccountRight comes with a handful of statement form templates you can use when printing or emailing your customer statements. And it's easy to change these forms to add your own personal touch.

By default, business details entered in the Company Information window (Setup menu > Company Information) will appear on your statements. This includes your company name and contact details:

Statement with business details from company information window

You can add your business logo or specific payment requirements, or make your statements stand out with a splash of colour. It's up to you.

OK, let's step you through it.