Statement Templates allow you to format your statement by simply dragging and dropping predefined content. You can include videos, HTML, dynamic content, and more using this feature.
Our Statement Templates are created using Liquid by Shopify. Click here for more information on Liquid.
This article will discuss:
Create a New Statement Template
To access your Statement Templates:
- Click Settings > All Settings from the left-hand navigation menu to be taken to the Settings window.
- Click the Templates link to display your templates.
- Input a template name in the Template Name field.
- Click the Pick File button to choose a logo for your template.
Note: You can also drag-and-drop a graphic file from your local computer to this window to choose a logo.
- Click the Add button to add your templates.
Edit your Statement Templates
With your new template added, click the Edit button for the statement template you wish to edit.
Note: This is also the method used to edit existing templates.
Rows
The main body of the statement is divided into rows. You can add a new row structure by clicking on the rows tab and dragging one of the options into the body of the template. 
You can also move existing rows by highlighting the row and clicking the 
button.
You can delete a row by highlighting the row and clicking the 
button.
You can copy a row by highlight the row and clicking the 
button.
Clicking the rows tab with a row selected displays the settings for the selected row.
Content
Each row contains blocks of content. The following content blocks are available for use:
- Text
- This content box allows you to type in custom text. This is also the content box you will need for inserting.
- Image
- This content block allows you to insert an image onto your template.
- Button
- This content block allows you to add a button for a call to action.
- Divider
- This is a simple line used to break up areas on your template.
- Social Media
- Use this to add icons with links to your various social media accounts.
- Dynamic Content
- This content block will allow you to choose specific content based on the type of template you are creating. For example, since this is a statement template, you will see options like Invoice Statement Details, Barter Statement Details, List of Open Invoices, and more.
- HTML
- Use this content block to input your own HTML code.
- Video
- This will embed a video into your statement. Clicking this will present you with the option to add a URL to your video.
- Icons
- Choose this to add an icon that is included in your file library.
In the example row above, there are several blocks of mixed content present:
To add a content block, click the Content tab and drag-and-drop the desired content type onto the row.
With the content block added, it now needs to be configured.
To do this, click on the content block and edit the properties in the right-hand menu.
Note: These properties change depending on which content block is selected. 
Merge Tags
When working with the text content block, you can input merge tags. Merge tags are a great way to give your statement a customized feel in the hands of your recipients. Merge tags are denoted by using {brackets} and are preloaded in the system to ensure ease of use. This merge tag will allow your statement to contain the first name of the recipient as configured in the client's settings:
To add a merge tag:
- Click inside of a text content block to see the text menu.
- Move your cursor to the location where you want to add your merge tag.
- Click the Merge tags button to display the list of available merge tags.
Note: This list is scrollable, so if you do not see the merge tag you're looking for, scroll down.
- Click the merge tag you want to add.
- Your merge tag has now been added.
- When you are satisfied with your statement template, click the Save button in the upper right-hand corner to save your changes.
