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How to Customize the Statement's Email Template
Updated over a week ago

As with all other email templates in OfficeRnD, you can edit and customize the email template for the Statement sent to your client. Currently, you cannot create multiple versions of the template for on-demand use. However, the template can be modified according to your needs.

Steps

  • Go to Settings > Templates > Member Emails.

  • Scroll down and click on Statement to open the editor dialog:

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Tip: We advise that you clone your template using the Clone button and test it before you edit your default one.

  • Editor tab - Use the editor to add and remove rows and columns and rearrange the document's layout.

  • Insert Property - Use the properties listed under the editor as placeholders to display data from OfficeRnD.

  • Code tab - Use the code tab if you are familiar with coding and want to customize your template via HTML.

  • Click Save.

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