Change Phrasing on Account Summary

Modified on Fri, 30 Sep 2022 at 03:00 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




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article