You can send multiple invoices together as a statement to a client in just a few steps.
1. Navigate to the Invoices Section
Click on Accounting in the main navigation.
Select Invoices.
2. Filter for the Client
Open the Filters option.
Search for the client whose statement you want to send.
3. Select Invoices
Only active invoices can be selected.
Voided, expired, or canceled invoices will not be selectable.
Select invoices individually or use the Select All checkbox.
4. Send the Statement
Click Send for Payment.
Choose the client’s email address.
Review the list of invoices in the statement.
Click Send to email the statement.
5. Tracking Sent Statements
Under the Statements tab, view all sent statements.
Click the eye icon to see included invoices.
Print a copy if needed.
6. Statement Document Details
The generated statement includes:
A cover page listing each order, totals, and amounts due.
Attached copies of each invoice.
Need Help?
If you have any questions, contact our team at [email protected] or use the chat in your dashboard.