Statements automate the process of generating and sending an outstanding balance or client's activity manually, saving you time and reducing the risk of errors.
This feature is designed to help you generate accurate and up-to-date statements for your clients with just a few clicks.
How-to
Use the Account Statements Feature
Navigate to the Clients tab.
Select the client you would like to view.
In the side panel, select Statements.
Select from the following:
Type: To run the statement by Activity or Outstanding Balance
The date range for the statement
Location
If you would like to include the client's address
Click Update.
Email the statement to a client or contact
Send a statement by clicking Email statement, then select a client or contact and click Send.
You can customise your statement template in Settings, then Email templates.