Client statements and 30/60/90 aging

Sending a statement

1. 1Open the client profile and use the Statement menu.
2. 2Choose the period, then download the PDF or email it directly.
3. 3The statement lists every invoice, credit and payment plus current, 30, 60 and 90+ day buckets.

Where clients find it

Statements you have sent stay available in the client's portal under Statements.