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Shannan Brown

03/24/2022, 5:26 PM
Is it possible when sending a statement through email to have the cumulative column included? Currently it only shows date - memo - description - cost - payment - balance - due - po/check #. Is there way to add this? Thx!
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Josh Godfrey

03/24/2022, 7:44 PM
Have you tried Advanced PDF/HTML Templates?
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Shannan Brown

03/24/2022, 8:08 PM
Can you walk me through the steps? 🙂
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Josh Godfrey

03/24/2022, 8:42 PM
@Shannan Brown I would start with SuiteAnswers: Answer Id: 48703
That's going to be a lot more thorough than I'll ever be.
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Shannan Brown

03/25/2022, 1:20 PM
Thank you!!! @Josh Godfrey