Print and send invoice statements

Where you have a number of outstanding invoices for a client you can print an invoice statement that includes each invoice and the amount.

To print and (optionally) send an invoice statement:

1. In the main menu, select Business > Invoices.
2. On the Invoice Manager screen, click PDF Statements.
3. On the PDF Statements screen, provide the following information, as required.

   Field	Description
   Template	Select a template to use for printing the invoice statements. This may be the system Default template or a custom print template. See how to make a custom print template available for use.
   Print all invoices	Select this checkbox to hide the From and To date range options and print invoice regardless of date. Deselect this checkbox to display the From and To date range options to print invoice in the specified date range.
   From / To	These date fields are visible only if the Print all invoices checkbox is deselected. The start and end date ranges for the statement. Select the required dates from the pop-up calendars.
   Clients	The client that you want to print the statement for. Select a client name or All, as required.
   Payment Advice	This option is available only if you are using the Default print template. Payment advice includes the invoice total and the advice heading and details (from Organisation Settings > Payment Advice). Deselect the checkbox if you do not require this information to be included in the printed statements.

4. Generate. The required statement is created and displayed on screen.
5. Check that the content of the statement is what you require and, if it is, continue with the following steps.
6. (optional) Email the statement.
   1. Click the Send button.
   2. Provide the following information, as required.

      Field	Description
      Email to	Email address to send the statement to. If you need to send to multiple recipients, include a comma (,) or semicolon (;) between addresses.
      Subject	Subject of the email message.
      Message	The text of the message that will be sent with the statement.

   3. Send Email.
7. (optional) Export the invoice in the required format. The options available depend on whether you're printing using the Default template or a custom print template.
   1. Do one of the following:
      • Default template: Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format).
      • Custom print template: Select Export to PDF (Adobe PDF format).
   2. View or save the exported file, as required.