Create, Print or Send a Statement

With Statements2go, you can create, print and send a Balance Forward or Open Item statement to your client.

iPhone and iPad

  1. Tap on Statements2go.
  2. Tap on Options
  3. Select the type of statement you want to create. Choose Balance Forward to specify a start date and an end date. Or, select Open Item to show all invoices with a balance due.
  4. Set the Statement Date.
  5. If Balance Forward was chosen, set the Start Date and the End Date.
  6. Enter a Comment, if needed.
  7. Tap on Back.
  8. Select the client.
  9. Tap on Create Statement.

Note: A preview of the statement will be displayed. Tap on the Action button to email, print or open the statement in another app.

Android

  1. Tap on Statements2go.
  2. Tap on Options
  3. Select the type of statement you want to create. Choose Balance Forward to specify a start date and an end date. Or, select Open Item to show all invoices with a balance due.
  4. Set the Statement Date.
  5. If Balance Forward was chosen, set the Start Date and the End Date.
  6. Enter a Comment, if needed.
  7. Tap on Back.
  8. Select the client.
  9. Tap on Create Statement.

Note: A preview of the statement will be displayed. Tap on the Action button to email, print or open the statement in another app.

Web

  1. Click on Apps2go.
  2. Click on Statements.
  3. Select the client.
  4. Select the Type of statement to create. Choose Balance Forward to specify a start date and an end date. Or, select Open Item to show all invoices with a balance due.
  5. If Balance Forward was chosen, enter a Start Date and an End Date.
  6. Enter a Comment, if needed.
  7. Click on Create Statement.

Note: A preview of the statement will be displayed. Click on the Envelope button to email the statement.

 

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