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Client Statements

Send a client one document with all their invoices, payments, and balance

Applies to: Premium · LawBillity

A statement lists everything on a client's account for a date range: invoices, payments, adjustments, and the balance. Send one when a client has several unpaid invoices, asks for their billing history, or questions a charge.

Creating a Statement

  1. Go to Billing > Statements.
  2. Choose the client. You can pick several clients at once.
  3. Set the date range. Invoices, payments, and adjustments in that range are included.
  4. Click Send to email the statements, or Print All to print them.

When a Statement Helps

  • Collections: one statement works better than several reminders.
  • Client requests: for their records or their own approvals.
  • Year end: a full-year statement for each client.
  • Disputes: both sides see the whole account history.

Common Problems

  • An invoice or payment is missing. Check that the date range covers it.
  • The balance looks too low. Draft invoices aren't counted until they're finalized. Finalize them, then create the statement again. See Finalizing and Sending an Invoice.
  • A credit isn’t explained. Adjustments show with the description you entered, so write a clear one. See Creating Billing Adjustments.
  • It went to the wrong person. Update the client's Billing Contact tab. See How to Create a New Client.