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

This is not really a statement as traditionally defined.  The SB statement is simply a reprint of all invoices, with all individual entries, in one continuous document.  I believe many users are looking for a statement that would show the total amount of an invoice, any payments and balances due by invoice/matter. 

We have clients with invoices that can be 15-20 pages long each month and may have multiple matters.  If they haven’t paid the previous months’ bills and just want to know “how much do I owe in total?”  it is not OK to send them a 50-80 page “statement” repeating all the detail we already provided when a single page is all that is needed. 

Please please create this capablity.

In Smokeball billing go to ‘Reports’ (on the left side of screen) and go to ‘Account Statements’. Enter the ‘Report Period’ as ALL TIME and enter the client’s file number. You can click which options show up on the report by clicking in the ‘View Options’ and then click ‘Generate”. Hopefully this was helpful. :)