Invoice Statement

To print or email a statement of outstanding invoices and the aging status of each...


Go to the Customer tab, and - select the Customer.


Then, go to the Invoices tab on the right (see below).

Customer tab bar with Bids, Tickets, Inspections, Schedule, Timesheets and Invoices

There, click on Statement in blue on the right (see below)

Invoices tab open with Summary, Invoices, Templates, Payments, Credits, Statement and History

That's it, you'll now be able to click either Print or Email at the bottom.

Statement totals by age bracket from Current through 90+ Days, with Print and Email buttons