Populate a PDF client Statement that provides a client a complete list of all outstanding invoices on an aging detailed report.
Statements have the option to include or exclude one-off invoices as well as recurring invoices.
Simply go into the Customer's page, click the 3 dots, and select "Generate Statement."
HOW TO SIMPLY GENERATE A STATEMENT:
**Please note that the Statement will open in a new window, so if needed, turn off the pop-up blocker to allow for the Statement to open.