Client Statements

Statements for your clients

Client Statements allows you to send a statement to your clients each month. The statement will outline what is outstanding at any given month.

Process of Creating Statements For Your Clients

1 Navigate to: Reports > Accounts Reports

2 Select 'Client Statements' from drop down list of reports

3 Select options you wish to print on the statement

Field	Description
Statement dated	Statement date appears on statement
Show 'Attention' line	Client's financial contact
Show order numbers	Client's order numbers which were added on the job
Show job numbers	The job for which the invoice was created
Show job title	The title of the job for which the invoice was created
Show job contact	The contact on the job which was being invoiced
Suppress: Ignore period	Lists all invoices created up the date of the statement
Suppress future period transactions	Does not include future period transaction eg system is in period Feb 2023 - therefore any transactions after Feb 2023 period will not be listed
Suppress current and future period transactions	If system in in Feb 2023, it will not print Feb 2023 period transactions and future period transactions
Only include outstanding amounts	For any period options - only outstanding invoices are printed
Re-evaluate historic data	this will include data you have already reported on
Age by due date	lists outstanding invoices by due date
Age by issue date	lists outstanding invoices by issue date
Age by issue month	lists outstanding invoices by issue month
Age by period	lists outstanding invoices by period
Report business units by client if applicable	Some clients are linked to a parent company; select this option if you wish to print a single  statement for the parent company listing all invoices for the business units of the parent company.
Select clients by division	Select divisions if you have more than one division
Select clients	Select clients
Print text bloc	select a a text bloc if you have a predefined text bloc for client statements
	From one statement run to the next, there are new transactions that will appear on a statement. The new invoices will continue to appear on a statement until they are paid in full. Once you have printed a statement this message is asking if all invoices that have been paid in full that have appeared on this statement can be marked so they don't appear on the next statement run.

New more help?

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