Designing a statement
A statement is a record of invoices and payments. You can create a statement to see the history of all the invoices sent to a client and payments made by the client. A statement can also be sent to a client whose invoice is overdue as a reminder for making the payment.
Using the Report Designer, you can design a statement starting from a blank template or using an existing template style as the starting point. Designing reports from scratch is a technically complex process that requires some familiarity with software development.
To design a statement
- In Billings, choose Design > New Statement.
- Select where will this layout/report be available in the application.
- Enter a name for the statement. Click Next.
- Select whether you want to start with a blank layout or report or use an existing layout or report as a starting point.
If you select the latter, you may choose from one of the existing layouts or reports.
- Click Next.
- To adjust the default paper size, click Change. Specify your settings in the Page Setup window and click OK.
- Click Next.
- You can use the design tools in the interface to design a statement. For more information about designing statements, you can watch movies from the Billings website.
If you are interested in learning more about the Report Engine concepts, refer this document.
- Save your changes.