Generate and send a summary of a client's invoices as a PDF statement.
Mobile app
Go to the Clients section and tap on a client
Tap + Create
Select Statement
Choose a time frame - the last 30 days is selected by default
Toggle whether to show unpaid invoices only
If the client has invoices in more than one currency, select the currency to use
Tap Preview, Print, or Email to send the statement as a PDF
Website
Go to the Clients section and click on a client
Click the + Statement button on the right
Choose a time frame - the last 30 days is selected by default
Toggle whether to show unpaid invoices only
If the client has invoices in more than one currency, select the currency to use
Click Download or Email to send the statement as a PDF
Note: The statement's language, color, and template follow your Template design settings.
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