Generate an invoice statement

Available on Smokeball Bill, Boost and the Grow and Prosper+ Web App

Once an invoice is paid, you can provide an invoice statement as proof of payment. 

  1. Open the invoice from the global Invoices page.
  2. Select the Invoice Statement button to generate a payment receipt for that invoice.
  3. The Invoice Statement will appear in a new tab. The receipt will show all payments applied to the invoice.

Email an Invoice Statement

You cannot email an invoice statement to a client directly from the web app. However, there is a workaround:

  1. Open the invoice statement and download it to your computer. We recommend renaming the file to something recognizable before saving it to your hard drive.
    • Note: By default, the statement will be saved to your computer's Downloads folder. 
  2. Open Outlook and select New Email.
     
  3. Draft a new email with the client's email address in the To: field.
  4. Select Attach File and then select Browse This PC.
  5. Select the invoice statement file and then select Insert.
  6. Select Send.
     

 

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