Creating a Custom Statement

Creating a Custom Statement

21/10/2024

This article will show you how to create a custom client statement.  Custom statements can be generated within a user-defined date range, and they are not saved (only monthly statements are saved).

For more information on how to create monthly client statements, see the Billing Tutorial.

 

1) Billing > Statements

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2)Actions gear > Create Custom Statement

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3) Select date range, method and print/email

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Note*: Custom statements are not saved on 3Shape LMS. You will either have to print or save the PDF to your computer. 

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