Creating a monthly statement

This article will show you how to create a monthly client statement.  These statements are automatically saved upon creation so that you can pay against them. If you make changes to invoices or payments after creating a statement, you will need to rollback, then regenerate the statement in order to see your changes.  For more information on rolling back statements, click here.

1) Go to > Billing > Statements 

 2) Click "Create Statements"

3) Check boxes for which month(s) you would like to create statements for, then click "Create"

Note: Choosing multiple months will create a single statement with multiple months on it. For example, August and September billing will be on the "September" statement.

4) Click the Statement # in blue to view statement