Include a Client Statement with Invoices

When invoicing clients, you can include a cover page, or Client Statement, to accompany your email or print invoices.

The Client Statement includes the grand total of all invoices generated for that client. 

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Print a Client Statement with Invoices

To print a client statement with your invoices:

1. From the left navigation panel, click Activities.
   The Activities screen displays.
2. From the Activities left navigation, click Invoices.
3. From the toolbar atop the screen, click Print > Print Client Statement & Invoices.
   The Print Multiple Invoices screen opens.
4. In the Invoice Date Range drop down, select a preset to enter your date range.

• • The presets from All Dates through Last Year will prefill the relevant dates. For all other presets, you must provide a date or date range.
  • The Range preset lets you specify begin and end dates.

5. In the Show Invoices Grouped By field, click Client.
6. If you want to include invoices previously mailed, uncheck the box beside Do not include invoice(s) previously mailed. 
7. In the far right drop down, PDF is the default format. You can switch to an MS-Word format.
8. In the By Client section, click the radio button to highlight the client’s name.
9. Click Advanced Settings to expand the selection.
10. Click the radio button to select the appropriate option:
    • Current Status (default) – displays current balance information
    • Original – displays the original invoice information and balance
11. Click Print.
    The client statement and invoices download to your preferred location for printing.

Sample client statement with invoice:

Send a Client Statement with Invoices

To send a client statement with invoices:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Invoices.
3. From the toolbar, click Send.
4. From the drop-down, click Send Invoice(s).
5. On the Send Invoice(s) screen, in the Invoice Date Range drop down, select a preset to enter your date range.
   • The presets from All Dates through Last Year will prefill the relevant dates. For all other presets, you must provide a date or date range.
   • The Range preset lets you specify begin and end dates.

5. In the Send Invoices By section, select whether you would like to send invoices by Email, Text Message, or Both.
6. In the Show invoices grouped by section, click the radio button for Client.
7. In the By Client section, choose the appropriate client.
8. At the bottom right, click Next.
   Your client statement and invoices are queued for delivery. You return to the Invoices screen, where an envelope icon displays beside each emailed invoice’s File#.