MOBILE APP

  • In the Clients section select a Client
  • In the section Invoiced click on Create Statement 
  • A new window appears
  • Select desired time-frame. As default the last 30 days are selected
  • Choose whether to show only unpaid invoices
  • In case there are invoices in more than one currency you will be able to select a currency
  • Now you can Preview, Print or E-mail the statement. A statement will be sent as a PDF file

WEBSITE

  • In the Clients section select a Client
  • Click on the Statement button on the right 
  • A new window with the statement preview appears
  • Select desired time-frame. As default the last 30 days are selected
  • Choose whether to show only unpaid invoices
  • In case there are invoices in more than one currency you will be able to select a currency
  • Now you can Download or -Email the statement. A statement will be sent as a PDF file

note: Statement’s language, color and template are set by your Document settings
 

 

Did this answer your question?