Creating a Custom Statement

This article will show you how to create a custom client statement.  Custom statements can be generated within a user-defined date range, and they are not saved (only monthly statements are saved).

For more information on how to create monthly client statements, see the Billing Tutorial.

 

1) Billing > Statements

mceclip0.png

2)Actions gear > Create Custom Statement

mceclip2.png

3) Select date range, method and print/email

mceclip3.png

 

Note*: Custom statements are not saved on 3Shape LMS. You will either have to print or save the PDF to your computer. 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section