Create and Email Statements

Statements allow you to create and send your clients a detailed summary of the outstanding balance they owe you for the invoices you’ve sent them. They show the total amount of invoices and the amount of payments against those invoices and any remaining balance left to pay.

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. Go to your client’s contact page
  2. Under the client’s name, tap on Create statement
  3. In the top right corner of the screen, tap on Edit to select the date range and type of invoices you want to be included in the statement
  4. Edit the From and To fields for the desired date range
  5. Under Type, choose between displaying only unpaid invoices or all invoices for selected date range
  6. Tap the back arrow in the top left corner of the screen to return to the client statement
  7. Tap on Preview to review your statement
  8. Tap on Print if you would like to print a copy of the statement
  9. Tap on Email and then Send to email your client’s statement to them

Android

  1. Go to your client’s contact page
  2. Under the client’s name, tap on Create statement
  3. In the top right corner of the screen, tap on Edit to select the date range and type of invoices you want to be included in the statement
  4. Edit the From and To fields for the desired date range
  5. Under Type, choose between displaying only unpaid invoices or all invoices for selected date range
  6. Tap the back arrow in the top left corner of the screen to return to the client statement
  7. Tap on Preview to review your statement
  8. Tap on Print if you would like to print a copy of the statement
  9. Tap on Email and then Send to email your client’s statement to them

Web

  1. Go to your client’s contact page
  2. Under the client’s name, client on Create statement
  3. Edit the Start and End fields for the desired date range
  4. Click Show unpaid invoices only
  5. Click on Preview to review your statement
  6. 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
  7. Click Send and then Send Statement to email your client’s statement to them
Have more questions? Submit a request