Create a billing statement

Create a statement for a client with an accounts receivable balance. Click Time & Billing > Billing > Statements tab to view a list of all clients with accounts receivable balances. You can exclude from the list clients with invoices in your selected date range. If you want to use a statement format other than the client's default format, select it from the Format Override field.

Preview

Click the Open in New Tab Open in New Tab icon next to a client's name to preview their statement. From the preview, you can perform the following actions.

  • Download the statement
  • Zoom the view in or out, or view the statement at full screen
  • Rotate the statement within the viewer
  • Print the statement

Send

Select one statement by clicking the Send Send icon next to it, or select multiple statements by marking the box next to each one and clicking Send Send in the toolbar. In the Create Statements panel, choose the file type (PDF, XLS, or RTF), select the default delivery method (if desired), and select one of the following destinations.

  • Download to my computer
  • Send to Documents
  • Send to Documents and email a statement link to the client

    Note: Onvio sends a link to the email address of the client's billing contact or primary contact (if there isn't a billing contact). This link expires after two weeks.

  • Send to Documents and automatically open it there

Export

Click the Export Export icon in the toolbar to export the contents of the Statements screen to a Microsoft Excel (.XLS) file.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

Internal Employees: Submit HHTC feedback


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