Statement Print Settings

Update statements to print with your preferred titles or language. Click your name/avatar at the bottom of the main navigation panel to open settings.

Logo Configuration

Your statement logo is pulled directly from the Profit Center.

Logos and Avatars

Navigate to Profit Center
Upload or update your logo

Once added, this logo will automatically appear on invoices, statements, logs, and other printed documents. You only need to configure it once.

Editable Titles and Labels

All statement titles, section headers, and column labels can be customized.

The light gray text shown in settings is sample text
Click on any item to change the text

Examples:

“Statement” → “Open Invoices”
“Balance Due” → “Due Now”
“Issued To” → “Client.”

Invoice Print Settings

Invoice Print Settings allow you to control how your invoices read when printed or shared with clients. Click your name/avatar at the bottom of the main navigation panel to open settings.

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Invoice Billing Option Settings