Client Statements

Client Statements allows you to send your clients a monthly summary of all outstanding amounts. Statements list unpaid invoices as at the statement date, along with any additional job or contact details you choose to display.

Process: Creating Client Statements

1. Navigate to Client Statements

Go to: Reports menu > Accounts Reports

2. Select Client Statements

From the report drop down list, select: Client Statements

3. Choose the Statement Options

Select the options you want to include on the statement.

Below is a guide to each field:

Field	Description
Statement dated	The date that will appear on the statement.
Show 'Attention' line	Prints the client’s financial contact.
Show order numbers	Displays the client order numbers entered on the job.
Show job numbers	Displays the job number linked to each invoice.
Show job title	Displays the title of the job for which the invoice was raised.
Show job contact	Prints the job contact associated with the invoiced job.
Suppress: Ignore period	Lists all invoices created up to the statement date.
Suppress future period transactions	Excludes transactions dated after the current system period (e.g. system in Feb 2023 → excludes transactions after Feb 2023).
Suppress current and future period transactions	Excludes invoices from the current period and all future periods.
Only include outstanding amounts	Prints only unpaid invoices based on the selected period options.
Re-evaluate historic data	Includes transactions that have previously been reported on.
Age by due date	Groups outstanding invoices by due date.
Age by issue date	Groups by invoice issue date.
Age by issue month	Groups by the month the invoice was issued.
Age by period	Groups by financial period.
Report business units by client (if applicable)	If clients have business units under a parent company, this creates a single consolidated statement listing all transactions.
Select clients by division	Choose divisions (if multiple) from which to generate statements.
Select clients	Choose the specific clients to receive statements.
Print text block	Insert a predefined text block on statements, if applicable.

Statement Run Behaviour

When you generate client statements, new invoices will appear on the next statement run until they are fully paid.

After printing statements, you may be prompted with a message asking whether fully paid invoices (that appeared on this statement) should be marked so that they do not appear on future statements. This helps keep statements clean and focused only on current outstanding amounts.

Organise training or need more help

Please contact support 02 8115 8090 or email support@jobbag.com