Billing Statements

Billing statements provide a summary of a client's charges, payments, and balance for a date range. You can print them, email them, or save them as PDF.

Generating a Statement

1. Open the Client's Billing Tab
   Navigate to the client's profile and click Billing.
2. Click Statement
   Click the Statement button in the billing toolbar.
3. Set the Date Range
   Select start and end dates. The statement will include all transactions in this range.
4. Preview and Send
   Preview the statement, then choose to Print, Email to Client, or Download PDF.

What's on the Statement

• Business name and contact info (header)
• Client name and account number
• Date range covered
• Starting balance
• Itemized charges and payments with dates
• Ending balance

Quick Reference