Bookem makes it easy to create and share client statements for any outstanding or completed invoices.
To generate a statement:
Go to Clients and open the client's profile
Select the Account tab
Click on Statements
Note: You can only create a statement once an invoice has been finalised
Select a statement period: 30, 60, 90, 180 days
Or enter a custom date range
After selecting the date range, choose one of the following:
Send – share the statement via SMS or email (client receives a link)
Download – save the statement as a PDF to your device
Click on any invoice in the statement to open it
You’ll see the full invoice, including all line items billed