All About Statements
Tips for Organizing Your Statement Information:
Click on the top row to sort by due date, payments, clients, etc.
Search for a specific client by typing or using the drop down menu.
Common Errors you may encounter if your
Statements are Locked:
To make changes/add payments, adjustments, orders, etc. in a month you have already generated statements for, go ahead and unlock them. You can do this by going to Billing Statements > Select Month > & Click the Lock Icon next to the client(s) you are trying to make changes for.
