Sending your client a payment statement

The following guide will explain how to issue a payment statement to your client for a job.

Payment Statements are a handy way of keeping your client up to date with the payments they have made for a job and if there is an amount outstanding.


Sending Your Receipt/Client Statement

To send the statement, simply follow these steps:

  1. Open the invoice
    1. Head to your job list to locate the job and select the Invoice or,
    2. Click Active Invoice (if it is the correct job)
    click invoice from job list
  2. Click ‘Send Statement to Customer’
    click send statement