Contact statements provide a summary of invoices and payments for a contact over a selected date range. You can email or download a PDF statement directly from the contact statements page.
How-to
Generate a contact statement
Go to Contact, then select the contact you would like to generate a statement for.
Select the Statements tab.
Use the filters to select a date range, location, and client.
Click Run Report to generate the statement.
4. The generated statement will show a list of clients with outstanding invoices. Click on a client to expand and see the breakdown of individual invoices.
5. To send the statement to the client, click Email statement. To save the statement, click Download PDF.
