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How to Issue a Client Statement

Some companies request to receive a regular statement by which they can then determine how much payment is owed, rather than paying invoices as and when they crop up.

You now have the option to issue a client statement detailing all the given invoices and payments over a desired duration, whether that’s a week, a month, or even a year.

The statement records all transactions including issued invoices, payments, credit notes and refunds that have been made.

You can not currently produce a client statement for clients who have ever had a foreign currency invoice or payment recorded.

How to create a client statement 

To create a client statement you simply navigate to the ‘Sales’ tab and then the ‘Clients’ section, where you will be presented with a list of your clients.

If you then hover over the ‘Options’ button you will notice the ability to generate a client statement for them. After selecting the desired date Crunch will create your statement for you.

You can now save this as a PDF or email it direct to the client.

Last Updated: 03 Jul 2015 01:03PM BST
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