Add the right details and logo to your statements

How to build your statement

1. Go to Settings > Statements

   This is where you set up everything a statement shows a customer: your details, your branding and, if you need one, a separate currency.

   

2. Add your business details

   Address, payment instructions and bank details are optional but using these fields give the customer more clarity on what’s happening.

   

3. Upload a logo

   It appears at the top of every statement you send, so customers see your branding rather than a plain template.

4. Set up a currency override if required

   If you invoice some customers in a different currency, they may be also be paying into a different bank account. In this case, add an override for the other currency which has separate bank details. This will be sent to any customers invoiced in that currency.

   

5. Preview your statement

   Check the layout, your branding and the fields shown before it reaches a customer.

6. Customise which fields appear

   Integrated and Advanced Plans only

   On Essential, statements always show a fixed set of fields: date posted, invoice number, reference, due date, invoice amount, payments and balance. On Integrated and Advanced, you can also add custom fields as required like the invoice line item or account code.

Want statements to go out automatically on a set day each month instead of being sent one at a time? See automatic statements.

What plans include it

This feature is part of Trove's core set and is included on all plans.

Choosing which fields appear on a statement, for example adding the invoice line item or account code, is available on Integrated and Advanced plans. Every plan gets the full statement builder: address, payment instructions, bank details, logo and currency overrides.

Related features

• Send automatic statements to customers →

  Add a statement step in any workflow so Trove sends enrolled customers a monthly statement, on your chosen day, from your own address.

• Skip or exclude a customer from statements →

  Skip a monthly statement as a one off or permanently stop certain customers from getting statements. Here are two ways to exclude anyone from statement runs.