Summary
Create a Statement that includes unpaid & overdue invoices OR create a Transaction History that includes all payments & invoices
Key Points
Create a Statement to include a list of all unpaid & overdue invoices
Create a Transaction History to show all payments and invoices in a specified date range
Statement: The Statement is designed for you to print or email a list of all unpaid & overdue invoices to the customer.
To create a Statement for a specific customer, please follow these steps in the Customer Account > Billing Page:
Click Create a New...
Click Statement
Review the invoice list that displays (if there are no invoices, all invoices are paid) and use the [x] check boxes to select the invoices you would like to include in the Statement.
Click EMAIL to send the statement via email to the customer or Click PRINT to view, print, or download the Statement
Transaction History: The Transaction History is designed to show all payments and invoices in a specified date range.
To create a Transaction History for a specific customer, please follow these steps in the Customer Account > Billing Page:
Click Create a New...
Click Transaction History
Update the date range to the desired year(s), month(s), week(s), or day(s) that you would like to be displayed on the report.
Click EXPORT > PDF to view, print, download, or save the Transaction History to your computer.
To email the Transaction History to the client: Return to the Customer Account, click the Billing Email to create a new email to the customer, input a subject & upload the downloaded/saved Transaction History PDF as an attachment to the email with a note to the client regarding the attachment in the email body & send.