Billings Pro Help
Index

# Customizing statements

A statement is a record of invoices and payments. Billings Pro comes with several styles for statements, which you can customize to varying degrees to suit your needs. Most of the built-in styles have options that you can change when you create a statement including:

- Font
- Header text
- Display of statement number
- Display of retainer balance
- Display of method of payment
- Display of invoice balance
- Display of overall balance
- Currency format

## To customize a statement

1. Select a client.
2. Choose Client > Send Statement.
3. In the Statement window, you can do the following:
   - Select a style for the statement from the style gallery.
   - Click Preview to see how the statement looks like.
   - To further customize the statement, click Options. Select the settings for customizing the statement. Click OK.
4. When you are ready to send the statement, click Create.

If you wish to further customize your statements, you can use the Report Designer to create a new template based on a built-in style. Choose Design > New Statement and use an existing statement layout as a basis for your new design.

Using the Report Designer to customize statements and designing them from scratch, is a technically complex process that requires some familiarity with software development. You can find out more about building templates for Billings by visiting the Billings support website.

## See also

About statements

Designing a statement