Billings Pro Help
Index

# Designing a statement

A statement is a record of invoices and payments. Statements allow you to see a history of all the invoices sent to the client and payments made by the client. A statement can also be sent to a client whose invoice is overdue as a reminder for making the payment.

Using the Report Designer, you can design a statement starting from a blank template or using an existing template style. Designing reports from scratch is a technically complex process that requires some familiarity with software development.

## To design a statement

1. In Billings Pro, choose Design > New Statement.
2. Select where will this layout/report be available in the application.
3. Enter a name for the statement. Click Next.
4. Select whether you want to start with a blank layout or report or use an existing layout or report as a starting point.

   If you select the latter, you may choose from one of the existing layouts or reports.

5. Click Next.
6. To adjust the default paper size, click Change. Specify your settings in the Page Setup window and click OK.
7. Click Next.
8. You can use the design tools in the interface to design a statement. For more information about designing statements, please see these tutorial videos. To learn more about the Report Engine concepts, click here.
9. Save your changes.

## See also

About Statements

Designing a report

Designing an estimate or invoice