1. Open the client's page, then the “Sales and fees” tab, and press “Statement”.
  2. Choose the period: “This year”, “Last 3 months” or “Everything”, or set two dates in “From” and “To” and press “Show”.
  3. Print it or save it with “Print or save as PDF”, or download it with “Download for Excel (CSV)”.
  4. To send it, press “Send to the client” and choose email or WhatsApp. It goes to the contacts with “Billing”.

What the statement shows

The opening balance, the period's invoices, what was received in it, the balance due with the overdue part, and the unpaid invoices. Your team's notes and cancelled payments are left out, and it isn't a bank statement.

The client's billing contacts also see the statement on their private client page, under “Invoices”.