How to generate and send a statement

Bookem makes it easy to create and share client statements for any outstanding or completed invoices.

Create a statement

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

Choose the date range

  • Select a statement period: 30, 60, 90, 180 days

  • Or enter a custom date range

Download or send the statement

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

View the invoices in the statement

  • Click on any invoice in the statement to open it

  • You’ll see the full invoice, including all line items billed

Learn more