Print and send invoice statements

Where you have a number of outstanding invoices for a client you can print an invoice statement that includes each invoice and the amount.

To print and (optionally) send an invoice statement:

1. In the main menu, select Business > Invoices.
2. On the Invoice Manager screen, select Print Statements.
3. On the Print Invoice Statement screen, provide the following information, as required.

   Field	Description
   Template	Select a template to use for printing the invoice statements. The Template drop-down list is displayed only when at least one custom print template is available for invoice statements. See how to make a custom print template available for use.
   From / To	The start and end date ranges for the statement. Select the required dates from the pop-up calendars.
   Client	The client that you want to print the statement for. Select a client name or All, as required.
   Payment Advice	This option is available only if you are using the System Default print template. Payment advice includes the invoice total and the advice heading and details (from Organisation Settings > Payment Advice). Deselect the checkbox if you do not require this information to be included in the printed statements.

4. Print. The required statement is created and displayed on screen.
5. Check that the content of the statement is what you require and, if it is, continue with the following steps.
6. (optional) Email the statement.
1. Select the Email button.
2. Provide the following information, as required.

   Field	Description
   Email to	Email address to send the statement to. If you need to send to multiple recipients, include a comma (,) or semicolon (;) between addresses.
   Send me a copy	You will automatically receive a copy of the statement at your WorkflowMax email login address. Deselect this checkbox if you do not wish to receive a copy.
   Subject	Subject of the email message.
   Message	The text of the message that will be sent with the statement.

3. Send Email.
7. (optional) Export the invoice in the required format. The options available depend on whether you're printing using the System Default template or a custom print template.
   1. Do one of the following:
      • Select Export to Excel (.XLS format), Export to CSV (.CSV format) or Export to PDF (Adobe PDF format) (when using the System Default template).
      • Select Export to Word (.DOCX format) or Export to PDF (Adobe PDF format) (when using a custom print template).
   2. View or save the exported file, as required.