If you are looking for Progress Payment/Stage Claim settlement Statements please click the link here to view the FAQ
Once you have started invoicing your clients from either Quotes/Purchase Orders or Bills to Client Invoices you have access to the new Print Icon on the Invoice out tab.
This is where you can find the Settlement/Invoice Statements for your clients.
- To locate the settlement statement button you need to click on the Invoice Out subtab within a project.
- Then to the top right of the screen you will see a circle icon with a printer in the middle
- Click on the icon.
- A model will now pop up asking you which type of statement you would like to Print.
If you choose to print with transaction history we will show a history of all payment amounts and Dates. If you choose to print without we will just show you the statement with No payment history.
This new statement shows ALL invoices and Credit notes so if you have some 'charge up' and some "Progress Payment/Stage Claim' Invoices they both Show.
