Change Phrasing on Account Summary

Modified on Fri, 30 Sep, 2022 at 3:00 PM

You can customize the choice of words at the top and bottom of your Account Summary, and is a recap of outstanding invoices that you can optionally send to clients with their invoice. The Account Summary has a "Top Narrative" and a "Bottom Narrative" that you can customize.


Tip: The Account Summary is also the screen a client sees when they log into their Client Portal. The same "Narratives" show in the portal as well. See What is the Account Summary in the Client Portal?



Note: Only certain merge codes can be used in this section.



How Do I Edit the Paragraph at the Top of the Account Summary?

Navigation: Admin > Settings > Invoicing > Narratives


  • Enter the text you want, including any merge codes in "Account Summary Narrative (Top)."
  • Click "Update."

Change the introductory words on the top of your account summary in pet sitter software


Example of the top paragraph on the Account Summary PDF document


Note: Some merge codes have been populated with the appropriate data.

Account summary in pet sitting software


How Do I Edit the Paragraph at the Bottom of the Account Summary?

  • Enter the text you want, including merge codes in "Account Summary Narrative (Bottom)."
  • Click "Update."

Change the introductory words at the end of your account summary in pet sitter software


Example of the bottom paragraph on the Account Summary PDF document.


Note: Some merge codes have been populated with the appropriate data.

Account summary showing narrative changes in dog day care software




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