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
 

 

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