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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.

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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