You can make basic changes such as adding your company logo, or create a completely bespoke design.

When using Report Designer, we recommend that you edit an existing statement layout that's close to what you want, rather than creating a completely new one. You can save the layout as a new file so you still have the original document, plus your newly amended one.

Open and save your document

1. Open the Customers module.
2. Click any customer record, then click Statements.
3. Click Layouts.
4. Select the document you want to change then click Edit.
5. On the menu bar click Report, then click Report Properties.
6. Enter a new report name and description, then click OK.
7. On the menu bar click File then click Save As.
8. Enter a new file name, then click Save.
   
   Once saved, this new layout will appear in your list of statement layouts.