Client statements are useful if you have a customer with more than one invoice due, or someone who wants to be able to see all of their invoices and payments in one place. You can quickly remind specific customers about overdue payments or give them an overview of their account history.

Here’s how to create and send client statements with Invoice Simple:

  1. Go to your clients list
  2. Select the relevant client
  3. Hit the Generate Statement button at the bottom of the screen
  4. When your auto-generated statement pops up, simply hit the email icon in the top right hand corner, write a message to the customer, and send.

Please note that this feature is currently only available on Invoice Simple for Android.

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