Customer code on statements

1

How can I add the customer code to customer statement reports?

2

It’s explained in the corresponding guide.

3

This works fine for Sales invoices etc, however, I can’t do this with reports. Is there a way to add this to reports (Customer Statements)?
You can also use this with an email template for the subject and the body of the email to auto-complete the email subject and body based on a generic email messege.

5

I just did a customer statement for test code = CASH but it not there. I think it was there before and a few customers are pointing out it is not there.

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6

You are right. I did not realize that I put the codes under address as well, sorry.

7

Sure, here is sales invoice (works)
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Here is customer settings.
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8

Sorry, you are right it does not show. I did not realize that I included the code also in the address so therefore they show for me.

9

Yes, create a new theme or edit an existing one by inserting the following code on line 12 and adding {{ recipient.code }} to line 13 (with or without the - sign):

{% if title == "Statement" %}
<div style="font-weight: bold">{{ recipient.name }} - {{ recipient.code }}</div>

The resulting code block looks like this:

 <table style="margin-bottom: 20px; width: 100%"><tr>
                    <td style="vertical-align: top">
                        {% if title == "Statement" %}
                        <div style="font-weight: bold">{{ recipient.name }} - {{ recipient.code }}</div>
                        <div>{{ recipient.address | newline_to_br }}</div>
                        <div>{{ recipient.identifier }}</div>
                        {% else %}
                        <div style="font-weight: bold">{{ recipient.name }}</div>
                        <div>{{ recipient.address | newline_to_br }}</div>
                        <div>{{ recipient.identifier }}</div>
                        {% endif %}
                    </td>

I guess you could leave out the lines from {% else %} and the next 3 lines.

You will have to select the newly created or edited theme in the option Set Period

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1 Like
10

Thank you, that was the option I was looking for and just didn’t think of going to set period location.