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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:
- Open the invoice
- Head to your job list to locate the job and select the Invoice or,
- Click Active Invoice (if it is the correct job)
- Click ‘Send Statement to Customer’