Create a Client Statement

If you have a client who has multiple matters with your firm, you can issue a Client Statement that will combine multiple invoices into a single statement. Payments can then be applied to all the invoices on the Client Statement in a single action.

Issue a Client Statement

1. While in the web app, navigate to the Contact and select Invoices.
2. Use the checkboxes to select the invoices you wish to combine into a Client Statement.
3. Select Create Statement from the Bulk Actions dropdown menu.
4. The Client Statement preview will open in a new tab in the web app.
5. Select the Add Payment button to apply a payment to the invoices on the client statement. Select the Email button to send the client statement to your client.

View and Void Client Statements

You can find and re-open a Client Statement by using the Statement column on the Invoices tab of the Contact.

You can select the Void button on a client statement to void it. Note: There is no option for editing client statements.