Sending a statement

If you have clients who have multiple invoices outstanding you can send them a statement summarising payments received and payments still due.

Here's how:

1. Click on the menu icon and go to the Clients page, search for your client.
2. In the client info that opens, go to the Invoices tab to see a list of invoices created for that specific client.
3. Select the invoices you'd like to add to the statement by clicking on them. You'll be able to add paid and unpaid invoices for a comprehensive statement.
4. Click on + STATEMENT.
5. In the window that opens, you'll be able to add an opening balance (if money is still due) and add a note by clicking on + ADD A NOTE. Click on CREATE STATEMENT
6. Next, you'll be able to view the statement to check it's in order and send it to your client and/or yourself.
7. Once created, the statement will be stored and available to resend from the Statements tab. You'll also be able to delete it there.