Create and Send a Client Statement

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.

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 you to ‘Show unpaid invoices only.’ 

iOS and Android

  1. Tap on Clients
  2. Select a client
  3. If the client has at least one outstanding document, you can tap on Create and choose Statement
  4. A Statement screen will appear. At the bottom of the screen, tap on More to select the date range 
    • Edit the Start and End fields for the desired date range and tap Apply
  5. Tap on All documents, and choose between displaying only unpaid invoices or all invoices. Then tap Apply
  6. Tap on Preview to review your statement
  7. Tap on More, then Print if you would like to print a copy of the statement
  8. Tap on 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 Create on the top right of the screen, and choose Statement from the drop down menu
  4. Edit the Start and End fields for the desired date range
  5. Choose to check or uncheck the box 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 Send and then Send Statement to email your client’s statement to them
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