Billings Pro Help
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# Sending a statement

A statement is a record of invoices and payments. You can create a statement to see the history of all the invoices sent to a 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.

## To send a statement

1. Select a client.
2. Choose Client > Send Statement.
3. Enter the appropriate information. Keep in mind the following:

- Click the Statement tab to specify details, delivery option, and comments if necessary. You can specify how you wish to include invoices by selecting one of the following:
  1. From first outstanding item: The statement will include the first unpaid invoice for the client to the current date.
  2. From date: The statement will include unpaid invoices for the client from the date you specify to the current date. The date you specify should be earlier than the first unpaid invoice. This option is also useful if you want to get a history of activities from a specific date.
- Select a style for the statement from the style gallery.
- To see the statement, click the Preview tab.
- To customize the statement, click Options. Here you can customize the font, general options, table options, and currency format for the statement.
- If you have not specified your identity in the past, click Identity. This opens the Billings Preferences window where you can add a logo, name, and address information. This information will be included on all estimates, invoices, and statements you send in the future.

4. When you are ready to send the statement, click Create.

Note: When you send a statement by email, the subject of your email shows information in the same format matching the filename format you have entered for statements in the Preferences. If no format is chosen, then the subject of your email says Statement.

## See also

About Statements

Email clients supported by Billings Pro