Create a Statement

Create a statement for a client to show charges and payments over a specific time period.

Note: Statements are a snapshot of a moment in time. If you make changes to previous invoices after a statement has been generated, those changes will not reflect on existing statements.

1. Click Lists → Clients and open the client profile.
2. Select the Invoices tab.
3. Click the three dot icon next to Create Invoice and 
4. Select Create Statement.

   

5. Select a Date Range and click Create.
6. The system will create the statement. See an example below:
7. Click Send. 
8. You can share the statement with the client in the following ways:
   1. Print and mail
   2. Email
   3. Send via Secure Messaging Portal