How to Add Custom Footers per Client basis
If you want to apply the same footer across all your invoices or the same footer across all your statements, please refer to this article: How to insert document footers in SFM
If you need to use different footers for specific clients, SFM also allows you to add custom footers to documents on a per-client basis. This is especially useful for including client-specific details.
To configure an individual footer, please follow the steps below:
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Navigate to Support > Bank Account Details.
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Add a new bank account by clicking the + button.
Insert the custom footer at the end, as illustrated in the provided screenshot.
To activate this specific document footer, it must be assigned as the default for the relevant client or supplier. To do so:
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Go to Current Year > Sales / Purchase > Client / Supplier Maintenance.
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Select the appropriate client or supplier.
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Under the Client / Supplier Details tab, navigate to Secondary Details.
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Click the Amend button.
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Choose the relevant bank account from the Link Bank Account dropdown menu
With the above setup, every time you use that specific bank account on that Client / Supplier, the custom Document footer will trigger.
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