Create and Send Client Statement

Client statements allow you to create and send your clients a detailed summary of the work you have completed for them. Statements show invoices that have been paid, plus any outstanding balance for invoices that haven't been paid. 

All statements are created and sent at the client level. Once your clients have 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; you can just forward them the outstanding invoice.

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

iPhone and iPad

  1. From the side navigation menu, tap on Clients
  2. Select a client
  3. If the client has at least one outstanding document, you can tap on the green + symbol and choose Statement
  4. A Statement screen will appear. At the bottom of the screen, tap on Edit to select the date range and type of invoices you want to be included in the statement
  5. Edit the From and To fields for the desired date range
  6. Under Type, choose between displaying only unpaid invoices or all invoices for selected date range
  7. Tap the back arrow in the top left corner of the screen to return to the client statement
  8. Tap on Preview to review your statement
  9. Tap on Print if you would like to print a copy of the statement
  10. Tap on Email and then Send to email your client’s statement to them

Android

  1. From the side navigation menu, tap on Clients
  2. Select a client
  3. If the client has at least one outstanding document, you can tap on the green + symbol and choose Statement
  4. A Statement screen will appear. At the bottom of the screen, tap on Edit to select the date range and type of invoices you want to be included in the statement
  5. Edit the From and To fields for the desired date range
  6. Under Type, choose between displaying only unpaid invoices or all invoices for selected date range
  7. Tap the back arrow in the top left corner of the screen to return to the client statement
  8. Tap on Preview to review your statement
  9. Tap on Print if you would like to print a copy of the statement
  10. Tap on Email and then Send to email your client’s statement to them

Web

  1. From the side navigation menu, click on Clients
  2. Select a client
  3. Click Create on the top right of the screen, and choose Statement from the drop down menu. 
  4. Edit the From and To fields for the desired date range
  5. Choose to toggle on or off Only show unpaid invoices
  6. Click on Preview to review your statement
  7. In the top right corner of the screen, click on ellipsis “...” and then Print if you would like to print a copy of the statement
  8. Click Send and then Send Statement to email your client’s statement to them
Haben Sie Fragen? Anfrage einreichen