Advanced statement header and placeholders (variables)
Pro plan feature
On the Pro Plan, you have access to the 'advanced header' for your statements.
This enables you to use placeholders (variables) and conditional logic in your statement headers, as well as any other text you want.
Placeholders (variables) and formatting tips
You can format text in your statement header and footer as follows:
| Example | Result |
|---|---|
| This is some **bold text** | This is some bold text |
| Here is some *italicized text* | Here is some italicized text |
You can use conditional logic to create conditional content using the following syntax and any placeholders (variables) provided by Statey:
{% if overdue_amount > 0 %}
Your account is overdue. Please settle soon.
For issues, please call Andrea on 123-4567.
{% endif %}
These placeholders (variables) can be used in the header and footer sections of your statements:
| Placeholder (variable) | Example of substituted result |
|---|---|
{{ customer_company_name }} |
e.g. Customer (Pty) Ltd |
{{ customer_address }} |
Customer's full address over multiple lines |
{{ customer_account_number }} |
e.g. 'EX000'. Could be blank |
{{ customer_tax_number }} |
e.g. 987654321 |
{{ your_company_name }} |
e.g. Zenith Dynamics Ltd |
{{ your_company_address }} |
Your full address over multiple lines |
{{ your_company_tax_number }} |
e.g. '66554488332' |
{{ start_date }} |
e.g. appears as '1 May 2024' |
{{ end_date }} |
e.g. appears as '31 May 2024' |
{{ closing_balance }} |
e.g. $1,200.00 |
{{ overdue_amount }} |
e.g. $1,200.00 |
{{ outstanding_amount }} |
e.g. $1,200.00 |
{{ available_credit }} |
e.g. $1,200.00 |
How to access your statement settings
When signed into Statey, go to https://www.statey.app/dashboard
Click 'Settings' on the statement schedule you want to edit:
Next, click on 'Statement Content':
