Using the Statements Screen

This screen is displayed by tapping Statements in the Easy Invoice menu. From this screen, you can:

  • Create customer statements to remind your customers of the amounts that have been invoiced, credited and paid, and the total amount outstanding.
About the tabs

Once you have added at least one statement, the screen displays two tabs:

  • Has statements - This lists only those customers that have statements already. The statements are listed under each account name.

  • All accounts - This lists all customer accounts. Use this tab if you want to create a statement for a customer that does not already have a statement.

What happens when I add transactions to a statement?

When you move a transaction to a statement, Easy Invoice greys out the transaction in other screens such as in the Transaction List screens to indicate that you are not able to change key information such as the transaction type and amount.

Further Information

For details of how to carry out tasks in the Statements screen, please refer to: