This help article will walk you through the process for creating and downloading a Client Statement. A Client statement provides a snapshot of all invoices that you’ve sent to a client across all of their projects. This is useful when clients have outstanding balances or overdue amounts and you want to send them a summary statement of their account.
Quick Summary of Step-by-Step Guide:
In-Depth Step-by-Step Guide:
Access Clients by clicking on the Clients & Project tab, followed by the Clients sub-tab.
Generate a Client Statement
You can easily generate a client statement by clicking on the three dots on the right side of the client, selecting Statement, and then Download.
Client Statement Options
You can create different views of the statement by selecting from the options in the Client Statement Options dialog box. You have the option to change the Language, choose a different Client, select Projects, Payment Status, and add Comments that will be included in the Client Statement.
View Client Statement
Your Client Statement will show a list of all client invoices grouped by project. Each invoice will include the total billed, paid and outstanding. The comments section, aging report, and retainer or credit balances will be shown at the bottom of the statement.