Skip to main content

Create and Send a Client Statement

All statements are created and sent at the client level. Once your client has multiple invoices associated with them, you can create a statement for them. If you only have one invoice associated with a client, the option to create a statement will be grayed out and disabled.

Clients can also choose to pay invoices directly from the client statement.

For each statement you create, you will be able to select a date range of invoices to pull from. Additionally, you can select whether to show unpaid invoices only or all invoices.

iOS and Android

  1. Tap Clients
  2. Select a client
  3. Tap Create and choose Statement
  4. Tap More to select the date range for your statement 
    • Edit the Start and End fields for the desired date range and tap Apply
  5. Tap All documents, and choose between displaying only unpaid invoices or all invoices. Then tap Apply
  6. Tap Preview to review your statement
  7. Tap More, then Print if you would like to print a copy of the statement
    • You can also tap Export as PDF to generate a PDF version of the statement
  8. Tap Send and then choose a method to send your statement to your client

Web

  1. From the navigation menu, click on Clients
  2. Select a client
  3. Click on Create on the top right of the screen, and choose Statement from the drop-down menu
    • Alternatively, you can click on Generate a statement below Outstanding balance
  4. Edit the Start and End fields for the desired date range
  5. Choose to check or uncheck the box next to Only show unpaid invoices
  6. Click on Preview to review your statement
  7. In the top right corner of the screen, click on “...” and then Print if you would like to print a copy of the statement
  8. Click on Send and then Send Statement to email your client’s statement to them
Powered by Zendesk