Statements

Statements consolidate all of an account's unpaid invoices onto one PDF that can then be emailed as an attachment. 

Downloading a Statement for a Single Account

1. Navigate to the account's details page
2. Click on the Accounting tab
3. Using the +New button, select Statement
   
   

Downloading Statements for Multiple Accounts

1. Navigate to Accounting > Invoices
2. Use the filters to narrow down the list and then click the Filter button
   • Status: Unpaid filter will narrow it down to all invoices with a balance
   • Due Between filter will narrow down to a specific date range i.e., invoices that are overdue by 30 days or more
3. Using the Batch Action dropdown, select PDF Statements
   

Editing the Statement Header

1. Navigate to Settings > All Settings > General Settings > Accounting: Statement Header
2. Update the text field and save your changes
3. This header will display in the upper, right corner of the PDF Statements under your logo