Overview
This article covers how to add a footer that can be added to the bottom of your statements for Check and Credit Card payments.
Required Permissions and Prerequisites
- This article is in reference to our Desktop Application
Step-by-Step Instructions
Step 1: Navigating to Organization Management
From the top navigation menu, go to:
Administration > Organization Management
From here, click on the Documents tab.
Step 2: Saving the Image File
The image offered for download at the bottom of this article can be edited to suit your company or you can create your own image.
The image will appear on Statements generated from anywhere in PIMSY where there are statements to be created and printed, such as Financial > Statements or Financial > Client Payments (Statement > Print Statement).
- Right-click the image file
- Select Save Image As
- Select a location on your computer
- Click Save to save the file to the desired location.
Once you save the file locally, you can then upload it to the Documents tab within Organization Management.