Client Bills: Statements

Billing statements can be created and shared with clients. All the service fees from bills and payments made will be displayed in a single statement for a select timeframe.

Create a Statement

To create a statement, navigate to [Client's Name] > Billing > Documents > New... > Statement. You will be prompted to select the date range and add any additional comments you want included on the statement before creating the statement.

After clicking Create Statement, you will be taken to the statement details screen where it can be downloaded as PDF or shared.

Statements can be used to reconcile a client's balance or to find where credits may have come from.