If you do commercial work with other companies that pay you for multiple invoices, you will now be able to send them a statement of their unpaid invoices.

Statements within the customer profile pages: You will now see a statement tab within the customer profile page. Within the statement tab, you can select a statement-based invoice template, which will display a statement of the client's complete/unpaid jobs (or complete/paid/but not closed jobs). You can email, download, or print the statement pdf.

Creating a statement invoice template: (Required to display a statement pdf in the staement section) Within the Invoice Builder page, under the Customize menu, you can create a customer statement template.

When creating an invoice template to use for statements, within the invoice options (see image below), toggle the template to be a 'Statement Template'. Then, at the bottom of the invoice builder page, click 'Add Section' and select the 'Invoices' module to add.

Note 1: Statements will not generate for estimates and they will not generate on a single job. Statements can only be generated within the statement tab of the customer's profile page, or within a parent recurring order. Note 2: PayNow buttons will NOT work on statements. Processed card payments are tied to each individual job order.

Statements within Parent Recurring orders: Within parent recurring order templates, you will now see a statements section at the bottom of the recurring order page. If your recurring order has multiple recurring templates under the parent recurring order number, you can generate a statement for specific recurring templates/orders or for ALL completed/unpaid jobs tied to the parent recurring order number.

Send us a chat if you have any questions or need assistance with your customer statements.