The Client Statements feature allows you to create comprehensive PDFs detailing client financial activities over customizable date ranges. This function is ideal for accountants and financial managers aiming to keep clients informed about their balances and transactions.
How to Generate a Client Statement
Navigate to Client Dashboard.
Click into a client's profile.
Click on the Billing tab for the client.
Click on Generate Statement.
Set the date range.
Click Download and save the PDF to your client.
