# Customer code on statements

**URL:** <https://forum.manager.io/t/customer-code-on-statements/39382>\
**Category:** Uncategorized\
**Created:** [January 18, 2022, 7:00pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382 "2022-01-18T19:00:54Z")\
**Posts on this page:** 10\
**Page:** 1

<div class="post-metadata">

**Author:** ![durkpotgieter](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/durkpotgieter/32/58918_2.png) [@durkpotgieter](https://forum.manager.io/u/durkpotgieter)\
**Post date:** [January 18, 2022, 7:00pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382/1 "2022-01-18T19:00:54Z")

</div>

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

---

<div class="post-metadata">

**Author:** ![Mark](https://avatars.discourse-cdn.com/v4/letter/m/e9c0ed/32.png) [@Mark](https://forum.manager.io/u/Mark)\
**Post date:** [January 18, 2022, 7:16pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382/2 "2022-01-18T19:16:29Z")

</div>

It’s explained in [the corresponding guide](https://www.manager.io/guides/7716).

---

<div class="post-metadata">

**Author:** ![durkpotgieter](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/durkpotgieter/32/58918_2.png) [@durkpotgieter](https://forum.manager.io/u/durkpotgieter)\
**Post date:** [January 19, 2022, 7:23am UTC](https://forum.manager.io/t/customer-code-on-statements/39382/3 "2022-01-19T07:23:27Z")

</div>

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.

---

<div class="post-metadata">

**Author:** ![durkpotgieter](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/durkpotgieter/32/58918_2.png) [@durkpotgieter](https://forum.manager.io/u/durkpotgieter)\
**Post date:** [January 19, 2022, 7:51am UTC](https://forum.manager.io/t/customer-code-on-statements/39382/5 "2022-01-19T07:51:18Z")

</div>

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.

 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/0/6/061ac4f7f40bab5fc7944b12efb3910a57b26c8a.png)

---

<div class="post-metadata">

**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [January 19, 2022, 7:57am UTC](https://forum.manager.io/t/customer-code-on-statements/39382/6 "2022-01-19T07:57:11Z")

</div>

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

---

<div class="post-metadata">

**Author:** ![durkpotgieter](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/durkpotgieter/32/58918_2.png) [@durkpotgieter](https://forum.manager.io/u/durkpotgieter)\
**Post date:** [January 19, 2022, 8:02am UTC](https://forum.manager.io/t/customer-code-on-statements/39382/7 "2022-01-19T08:02:07Z")

</div>

Sure, here is sales invoice (works)  
 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/1/6/168fe4de0a9e838c078e6beba92b3f7aba8681bb.png)

Here is customer settings.  
 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/e/1/e1f0af184dfcd3d13418188d14b0712bc5f0fdc0.png)

---

<div class="post-metadata">

**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\
**Post date:** [January 19, 2022, 8:04am UTC](https://forum.manager.io/t/customer-code-on-statements/39382/8 "2022-01-19T08:04:42Z")

</div>

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.

---

<div class="post-metadata">

**Author:** ![Mark](https://avatars.discourse-cdn.com/v4/letter/m/e9c0ed/32.png) [@Mark](https://forum.manager.io/u/Mark)\
**Post date:** [January 19, 2022, 12:02pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382/9 "2022-01-19T12:02:31Z")

</div>

> [@durkpotgieter](#):
>
> Is there a way to add this to reports (Customer Statements)?

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):

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

```

The resulting code block looks like this:

```auto
 <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`

 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/0/7/07ca763ffbfb6231801a29c61766448c924ea8ab.png)

 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/d/6/d624cfbe1131ef22de1f240e3c7a3fba0b0d11f2.png)

---

<div class="post-metadata">

**Author:** ![durkpotgieter](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/durkpotgieter/32/58918_2.png) [@durkpotgieter](https://forum.manager.io/u/durkpotgieter)\
**Post date:** [January 19, 2022, 8:15pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382/10 "2022-01-19T20:15:52Z")

</div>

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

---

<div class="post-metadata">

**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 2:49pm UTC](https://forum.manager.io/t/customer-code-on-statements/39382/11 "2023-01-18T14:49:23Z")

</div>

Closed on January 18, 2023, 2:49pm UTC


