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Invoice vs Statement of Account

  • 25 January 2024
  • 1 reply
  • 29 views
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EDIT: I have solved this for now but can’t delete question

Hi All 

I have been asked to provide a statement of account for a client rather than just the invoice. No payments have been made as yet. Is there a way to create the statement of account from the invoice file?

TIA for all assistance.

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Best answer by emily142 25 January 2024, 16:03

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Hey there! Thank you for posting in the community. You can go into the matter in SB Billing, Transactions tab, and use the VIEW STATEMENT blue button to generate a matter statement.

 

If the time & expense entries have not yet been billed, you can run the Time & Expense Entries report in SB Billing.

 

Let us know how it goes!

 

Emily

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